Thomas Shelder is a CFP-designated registered investment advisor at &partners, based in Elk Rapids, MI, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
215 River St Unit 2, Elk Rapids, MI, 49629
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Regulatory History (1)
Employment Separation After Allegations
October 2023Other Business Activities
Thomas owns AEL Properties, LLC, a rental property in Williamsburg, MI, since 2017. He spends minimal time maintaining the property.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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.