Advisor Share Wealth Management

Advisor Share Wealth Management, LLC is a registered investment adviser established in Michigan in June 2020, transitioning to SEC registration in January 2023. The firm offers comprehensive asset management services, technology platforms, and portfolio management on a discretionary or non-discretionary basis. Clients can receive customized portfolios using model portfolios provided by select sub-advisers. Financial planning services are also available, with fees ranging from $500 to $25,000. The firm primarily advises on equity securities, corporate debt securities, mutual funds, and other investments. Minimum account size is generally $25,000, but waivers are possible. ASWM does not accept performance-based fees or engage in side-by-side management. The firm's fee structure includes asset-based fees ranging from 0.40% to 1.90%. ASWM does not engage in soft dollar arrangements or directed brokerage. Clients receive quarterly account reports and have the option to grant investment discretion to the firm. The firm does not accept voting authority for client securities and maintains strict privacy policies to protect client information. For more details, clients can refer to the firm's Form ADV brochure.