Shelly Schell
Shelly Schell is a registered investment advisor at Integrated Wealth Concepts LLC, based in Denver, CO, with 26 years of industry experience. Shelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
501 S Cherry Street, Suite 510, Denver, CO, 80246
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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
Shelly works as an investment advisor and certified divorce financial analyst at Prism Financial Strategies, dedicating nearly full-time hours. She also works as a salesperson for insurance products, spending a few hours per week, and owns rental property, dedicating minimal time. Finally, she is an author, spending a few hours per week.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
M. S. Howells & CO.Broker
M. S. Howells & CO.Broker
Prism Financial Strategies, LLC
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Capital Investment Counsel INC
Bbva Compass Investment Solutions, INCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations3 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.