Sharon Lee Herbst

Tcfg Investment Advisors, LLC

44 Years of Experience

4 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Tcfg Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,344 clients

Average Client Portfolio

$245K average

Assets Under Management

$575.1M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.75%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable on a client-by-client basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

SPOKANE Valley, WA

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

March 2017

Final

Employment Separation After Allegations

October 2015

Customer Dispute

July 2006

Closed-No Action

Employment Separation After Allegations

May 2002

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Sharon is the owner/managing director of Herbst Wealth Management, a DBA for securities and insurance business, dedicating full-time hours. She also manages advisory accounts through TCFG Wealth Management and sells insurance products, including index annuities, through TCFG Insurance Solutions.