Carol Sheffield
Carol Sheffield is a registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, with 12 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,101 clients with $1.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and account composition.
Fee Estimator
Location
4800 Bee Caves Road, Austin, TX, 78746
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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
Carol is a co-owner of Sheffield Bookkeeping, LLC, performing bookkeeping and administrative tasks for minimal time per month. She is also a co-owner, Vice President, and Secretary of Garner Heating and Air Conditioning, Inc., dedicating minimal time per month.
Employment History
Current Registrations
Per Stirling Capital Management, LLC
State Registrations1 state
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
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