Linda Shelby is a registered investment advisor at Blue Marble Investments, based in Santa Barbara, CA, with 39 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 229 clients with $180M 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 | 1.10% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
EarthFolio accounts are charged 0.50% annually. Blue Marble may negotiate fees in certain instances. Multiple portfolios owned by one household may be considered as one account to qualify for lower overall fees (except business accounts).
Fee Estimator
Location
1117 State St. #85, Santa Barbara, CA, 93101
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 Activities
Linda is on the San Jose/Silicon Valley Advisory Board for City Year, a non-profit organization. This activity is not investment-related.
Employment History
Current Registrations
Blue Marble Investments
Previous Registrations
Blue Marble Investments
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
First Imperial Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds 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.