Sheldon Singleton
Sheldon Singleton is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Irvine, CA, with 31 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 620 clients with $140M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Rates shown are maximum fees for equity and asset allocation accounts. Fixed income accounts have a separate schedule starting at 1.25% for $100k-$249k and dropping to 0.50% for $5M plus. Fees are negotiable.
Fee Estimator
Location
Irvine, CA
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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 ActivitiesSells Insurance
Sheldon owns Robotic Financial Concepts LLC, a financial services agency, and SR Singleton Health Insurance Services, an insurance agency, dedicating about half his time and a few hours per week, respectively. He also refers business to a CPA firm and a tax planning service, and sells fixed life and health insurance, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
Previous Registrations
American Trust Investment Services, INC.Broker
Westpark Capital, INC.Broker
Delta Investment Management, LLC
Vfg Advisors, INC.
Partners for Prosperity, LLC
Robotic Trading Advisors, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.
Exams
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