Shelly Baker is a CFP-designated registered investment advisor at Coastal Bridge Advisors, based in Memphis, TN, with 29 years of industry experience. Shelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,997 clients with $5B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.
Fee Estimator
Location
5188 Wheelis Drive, Memphis, TN, 38117
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 →Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Waddell & Associates, LLC
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Legacy Wealth Management INC
Waddell & Associates INC
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations4 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.
Exams
More Advisors
- Perry Green, CFA, CFP, PFSCoastal Bridge Advisors
- Robert Graham, CFPCoastal Bridge Advisors
- Lukas Hooper, CFPCoastal Bridge Advisors
- Sean Gould, CFP, PFSCoastal Bridge Advisors
- Michael Bartlett, CFPCoastal Bridge Advisors
- Carol Royer, CFA, CFPCoastal Bridge Advisors