Shardea Ages
Shardea Ages is a CFP-designated registered investment advisor at Collective Wealth Partners, LLC, based in Atlanta, GA, with 13 years of industry experience. Shardea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 205 clients with $42M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
1100 Peachtree Street NE, Suite 250, Atlanta, GA, 30309
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shardea is an author and speaker since 2019, dedicating minimal time to this activity. She is also the chairperson of the board for Bridging Financial Gaps, a non-profit organization, spending a few hours per week in this role; Shardea is also an insurance sales representative with Ash Brokerage and FIG, spending a few hours per week.
Employment History
Current Registrations
Collective Wealth Partners, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC Investments
PNC Investments
PNC InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
W&s Brokerage Services, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
J.P. Morgan Securities INC.Broker
State Registrations2 states
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.