Steven Sheldon is a CFA, CFP-designated registered investment advisor at Mariner Wealth, based in Houston, TX, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
1800 Bering Drive, Suite 250, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Steven is a board member of C4 Imaging, LLC, a medical device company, since 2010, dedicating minimal time. He also serves on the board of directors for the CFA Society of Houston and as a director for the Albert and Ethel Herzstein Charitable Foundation, dedicating minimal time to each. Steven is also the author of a self-published novel.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Sms Capital Management
State Registrations1 state
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