Sheldon Mcfarland
Sheldon Mcfarland is a registered investment advisor at Focus Partners Advisor Solutions, LLC, based in St. Louis, MO, with 22 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33,281 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weatherstone Capital Management charges a percentage of your portfolio value on a quarterly basis. The fees are negotiable. Here's a breakdown of the annual fees:
- Tactical Programs at Axos & Schwab
- $1,000,000 and under: 1.95% (Short-Term Bond: 1.00%)
- $1,000,001 and over: Negotiable
- Bond & Equity Programs at Variable Annuities
- $1,000,000 and under: 2.00%
- $1,000,001 and over: Negotiable
- Strategic-Active & Tactical Foundation Programs at Axos & Schwab
- $1,000,000 and under: 1.75%
- $1,000,001 and over: Negotiable
- Strategic-Passive Programs at Axos & Schwab
- $1,000,000 and under: 1.30%
- $1,000,001 and over: Negotiable
- Custom Programs at all custodians: Up to 2.50%
The above fees include and presume fees to Referring Advisors of 1.00% with the exception of .70% for Tactical Short-Term Bond.
Location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
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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
Sheldon is VP of Portfolio Strategy and Research at Focus Partners Advisor Solutions, LLC, dedicating full-time hours to this role. He is also a registered representative of Foreside Financial Services, LLC, acting as the mutual fund distributor for the SA Fund under BAM Advisor Services, LLC.
Employment History
Current Registrations
Focus Partners Advisor Solutions, LLC
Foreside Financial Services, LLC
Foreside Financial Services, LLCBroker
Previous Registrations
Lwi Financial INC.
Loring Ward Securities INC.Broker
Loring Ward Securities INC.Broker
State Registrations1 state
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