Erin Shelton is a registered investment advisor at Key Concerns INC, based in Wyandotte, MI, with 15 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 160 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Key Concerns Inc. does not directly manage client money. Instead, they recommend third-party investment management firms. The fees for these firms generally range from 0.8% to 1.7% of your portfolio, depending on the firm chosen. Key Concerns Inc. is paid a portion of the fee that each firm charges.
Location
440 Eureka, Suite B, Wyandotte, MI, 48192
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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 ActivitiesSells Insurance
Erin sells life insurance, long-term care insurance, and annuities through assorted life insurance companies. She also deals with rare coins and works as a data gatherer for estate planning at Doyle Law PC.
Employment History
Current Registrations
Key Concerns INC
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.