Shandon Gelbaugh is a registered investment advisor at Arca Archa, LLC, based in Abington, PA, with 21 years of industry experience. Shandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 42 clients with $11M 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 $50K | 1.00% |
| $50K - $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Abington, PA
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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 →Employment History
Current Registrations
Arca Archa, LLC
Previous Registrations
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Ameriprise Financial Services, INC.
State Registrations1 state
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