Sheila Stehlin
Sheila Stehlin is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Newburyport, MA, with 20 years of industry experience. Sheila is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
1 Harris Street, Newburyport, MA, 01950
Get directionsHistory
Regulatory History (2)
Regulatory
May 2023Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Sheila is a part owner of Port Capital Management, Inc. and Port Capital, LLC, the latter being a real estate holding company. She also sells fixed insurance and co-owns a residential rental property, spending minimal time on the rental property during trading hours.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations18 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
More Advisors
- Beth Castantini, CFPCommonwealth Financial Network
- Stephen Leavitt, CFPCommonwealth Financial Network
- Nathaniel Tilton, CFPCommonwealth Financial Network
- Allison Delena, CFPCommonwealth Financial Network
- Stephen Blanchette, CFPCommonwealth Financial Network
- Patrick Fuller, CFACommonwealth Financial Network