Shelley Hawkins
Shelley Hawkins is a CFP-designated registered investment advisor at Four Seasons Investment Management, INC., based in Houston, TX, with 26 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $27M 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 | 1.00% |
Fees may be negotiable in certain instances. Wrap fee includes custodial services and most trading costs.
Fee Estimator
Location
Houston, TX
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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 Activities
Shelley has served as Vice President of Equitable Solutions, Inc., a non-investment related firm providing hourly divorce planning services, since 1999. Shelley dedicates a few hours per week to administrative duties related to the business.
Employment History
Current Registrations
Four Seasons Investment Management, INC.
State Registrations1 state
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