Steve Shelgren is a registered investment advisor at Capital Analysts, based in Renton, WA, with 42 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
3900 E. Valley Road, Suite 202, Renton, WA, 98057
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Steve is a limited partner in WWR, a vacation home investment, and Land With Water LLC, an investment in land ownership and water rights. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Garco Equity Sales, INC.Broker
Shelgren Financial Group, INC.
Investors Brokerage Services, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Investors Brokerage Services, INC.Broker
Pfg Securities, INC.Broker
Warren Securities, INC.Broker
Sentra Securities CorporationBroker
Investors Brokerage Services, INC.Broker
Freeman Financial Services CorporationBroker
State Registrations8 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.