Sharon Bastide is a registered investment advisor at Client 1st Advisory Group, based in Dunedin, FL, with 40 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 330 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Client 1st Advisory Group's fee is billed quarterly in advance, based on the market value of the account on the last business day of the preceding quarter. The advisory fee ranges up to 1.50% and is based on the aggregate value of related accounts, the complexity of the account, and the investment strategies employed. There is an additional management fee ranging from 0.50% to 1.50% for direct management of held away assets such as 401(k) plans. The firm's minimum account size for investment management is $1,000,000, but Client 1st reserves the right to waive this minimum.
Location
963 Highland Avenue, Dunedin, FL, 34698
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Client 1st Advisory Group
Previous Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Diversified Investors Securities CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations1 state
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