Richard Shelley
Richard Shelley is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Palm City, FL, with 28 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
Palm City, FL
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Regulatory History (1)
Regulatory
March 2021Other Business ActivitiesSells Insurance
Richard is the CEO of Apollo Risk Management, a consulting firm, since 2009. He consults clients on minimizing financial risks, which may include the placement of insurance products, taking more than half of his time.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Aegis Wealth Management, INC.
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
High Mark Securities, INC.Broker
Packerland Brokerage Services, INC.Broker
Signator Investors, INC.Broker
Gruntal & CO., L.L.C.Broker
Capital International Securities Group, INC.Broker
Joseph Roberts & CO., 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.