Sheldon Ford is a registered investment advisor at Mcallister Capital Management, based in Jackson, MS, with 11 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 210 clients with $310M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fee Estimator
Location
1907 Dunbarton Drive, Suite E, Jackson, MS, 39216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcallister Capital Management
State Registrations1 state
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