Mark Shelton is a registered investment advisor at Alexander D Cohen Investments, LLC, based in Dallas, TX, with 6 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $6M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable. The firm may direct clients to Matson Money, with a total fee of 1.50%, split 40% to Alexander D Cohen Investments and 60% to Matson.
Fee Estimator
Location
4445 Alpha Road Suite 113A, Dallas, TX, 75244
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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
Alexander D Cohen Investments, LLC
Previous Registrations
Lifepro Asset Management
State Registrations1 state
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