Michael Shelton
Michael Shelton is a registered investment advisor at 360 Wealth Consultants, LLC, based in Roanoke, VA, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 132 clients with $16M 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 $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Management fee is negotiable; you may aggregate accounts within the same household to negotiate a lower fee.
Fee Estimator
Location
1017 2nd St Sw, Roanoke, VA, 24016
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
Michael is the owner and insurance agent for 360 Financial Solutions, LLC, dedicating about 10-20% of his time to fixed insurance sales. He also owns 360 Tax Solutions, LLC as an accountant/CPA, spending about a quarter of his time on tax preparation and accounting, and is a managing member of 360 Wealth Solutions, LLC, spending about a quarter of his time on tax and investment concerns for business owners. Additionally, Michael owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
360 Wealth Consultants, LLC
Previous Registrations
Level Four Advisory Services
Colonial River Wealth Management LLC
LPL Financial LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
360 Financial Solutions, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
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.