Mark Shelby
Mark Shelby is a registered investment advisor at Vertical Wealth Management, based in Williamsburg, VA, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Vertical Wealth Management offers investment management services where they charge a fee based on the value of your portfolio, up to a maximum of 2% per year. This fee can be negotiated. They may also use sub-advisors to manage your investments, but you won't pay any extra fees for this. Vertical Wealth Management also works with third-party managers, and you'll be billed according to their fee schedule. You can end the agreement with written notice.
Location
Williamsburg, VA
Get directionsHistory
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 ActivitiesSells Insurance
Mark is an insurance agent selling fixed insurance products, dedicating a few hours per week during market hours. He also works as a coach/trainer for new investment advisors for ECA Marketing and Annuity Gator, spending a few hours per week outside of business hours.
Employment History
Current Registrations
Vertical Wealth Management
Previous Registrations
Aag Capital, INCBroker
Horter Investment Management, LLC
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations3 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.