Shelton King
Shelton King is a registered investment advisor at Encompass More Asset Management LLC, based in Orange Park, FL, with 2 years of industry experience. Shelton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4,008 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of the average daily balance, never to exceed 2%, and are negotiable at the firm's discretion. Selected investment models typically incur additional management fees ranging from 0.25% to 1.00% for third-party sub-advisers or up to 0.70% for proprietary models.
Fee Estimator
Location
Orange Park, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2004Other Business ActivitiesSells Insurance
Shelton is a licensed insurance agent and the principal agent/owner of P419 Financial Group, LLC, a licensed insurance agency.
Employment History
Current Registrations
Encompass More Asset Management LLC
State Registrations2 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
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