James Silvagni

Advisor Share Wealth Management, LLC

10 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Share Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

963 clients

Average Client Portfolio

$192K average

Assets Under Management

$185.2M

Fee Structure

Minimum Investment:$25K

Location

1108 Barclay Blvd, Suite C-D, Marlton, NJ, 08053

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

James is an agent with Evolution Financial Group since September 2023, dedicating nearly full-time hours to insurance-related activities. He also maintains an informational website, A Financial Road Map, focused on retirement topics, but spends minimal time on it.