Jeffrey Bettermann
Jeffrey Bettermann is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Dade City, FL, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
Dade City, FL
Get directionsHistory
Regulatory History (3)
Financial
October 2019Customer Dispute
July 2008Employment Separation After Allegations
March 2005Other Business ActivitiesSells Insurance
Jeffrey is the owner and an independent insurance agent at Thorngate Financial. He dedicates about half of his time to this business, including 4 hours per day during trading hours.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Peace of Mind Wealth Management
Peace of Mind Planning LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Chase Investment Services CORP.Broker
U.s.-Worldwide Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.