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. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
1 Harris Street, Newburyport, MA, 01950
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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.