Ellis Shiver
Ellis Shiver is a registered investment advisor at Newedge Advisors, based in Valdosta, GA, with 38 years of industry experience. Ellis 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 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
3321 North Valdosta Road, Valdosta, GA, 31602
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Ellis is involved with The Shiver McGahee Group LLC, GWM Advisors LLC (DBA Southern Point Investment Partners and GWM Advisors), Southern Point Investment Partners, and The Shiver Group, LLC. Ellis also works with AMG selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Wiregrass Asset Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations10 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.