Shelli Bouillion is a CFP-designated registered investment advisor at Corient, based in Georgetown, TX, with 33 years of industry experience. Shelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
Georgetown, TX
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
Shelli is the Manager/President of GNP Interests, LLC, an LLC for property owned by her and her siblings, since 2019. She spends minimal time on this activity, primarily holding annual member meetings and paying taxes.
Employment History
Current Registrations
Corient
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Stavis & Cohen Private Wealth, LLC
Fsc Securities CorporationBroker
Scf Private Wealth Holdings, LLC
Cambridge Investment Research, INC.Broker
Bbva Wealth Solutions INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Usarbour Financial CorporationBroker
Westcap Government Securities, INC.Broker
Westcap Securities, 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.