Sharon Lisac is a registered investment advisor at Northwest Wealth Management, LLC, based in Spencer, IA, with 22 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Minimum quarterly fee of $250. Independent Manager fees range from 0.18 - 0.45% annually and are in addition to NWM's fee.
Fee Estimator
Location
1607 W. 18th Street, Spencer, IA, 51301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon works as a private banking manager for Northwest Bank since 2010, serving higher net worth clients. This takes about a quarter of her time, with most of the hours during securities trading hours.
Employment History
Current Registrations
Northwest Wealth Management, LLC
Previous Registrations
Wells Fargo Investments, LLC
State Registrations1 state
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