Shelley Echeverria
Shelley Echeverria is a registered investment advisor at Guardian Wealth Partners, LLC, based in Scottsdale, AZ, with 25 years of industry experience. Shelley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 402 clients with $190M 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 $100K | 0.23% |
| $100K - $250K | 0.21% |
| $250K - $500K | 0.18% |
| $500K - $1.0M | 0.16% |
| $1.0M - $2.0M | 0.13% |
| $2.0M - $5.0M | 0.11% |
| $5M+ | 0.08% |
Schedule reflects the Platform Fee component for SMA/UMA programs. Representative as Portfolio Manager program platform fees range from 0.05% to 0.20%. Total client fee includes advisor and strategy fees, up to a maximum annual fee of 3%.
Fee Estimator
Location
9336 E Raintree Drive, Suite 110, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2024Other Business Activities
Shelley has held a real estate license in Arizona since 2006, dedicating a few hours per week to this activity. This activity is investment-related and generates more than 10% of her annual compensation.
Employment History
Current Registrations
Guardian Wealth Partners, LLC
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
USAA Investment Management Company
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Investors Distribution CompanyBroker
New England SecuritiesBroker
Walnut Street Securities, INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations16 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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