Tracy Shackelford
Tracy Shackelford is a registered investment advisor at Tenzing Financial LLC, based in Williamsburg, VA, with 14 years of industry experience. Tracy 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, Investment Management, Retirement Planning. Their firm serves 165 clients with $230M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Certain legacy clients will be charged a linear tiered schedule ranging up to 1.25%. Fees may be negotiable.
Fee Estimator
Location
1215 Mt Vernon Ave, Suite C, Williamsburg, VA, 23185
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
Tracy operates under a DBA for her LPL business, Bleakley Financial Group, since 2020. She also engages in non-variable insurance activities through RIA Insurance and provides investment advisory services through Bleakley Financial Group, LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
Tenzing Financial LLC
Previous Registrations
Bleakley Financial Group, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.