Assets Under Management
$185.2M
Number of Clients
963
Number of Advisors
34
Average Client AUM
$192K
AUM per Advisor
$5.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Advisor Share Wealth Management, LLC offers comprehensive asset management through a technology platform, portfolio management by selecting other advisers, and financial planning services. They tailor services to individual needs and may recommend commission-based insurance products, disclosing potential conflicts of interest.
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684