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Shelby Saberon

10 Years of Experience
Garden Ridge, TX

Shelby Saberon is a registered investment advisor at Saber and Shield Wealth Management, L.L.C, based in Garden Ridge, TX, with 10 years of industry experience. Shelby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 202 clients with $57M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
202 clients
Average Client Portfolio
$283K average
Assets Under Management
$57.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable based on the circumstances of an individual engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

19365 Fm 2252, Suite 3, Garden Ridge, TX, 78266

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Saber and Shield Wealth Management, L.L.C
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Evident Wealth
November 2016 - June 2017 · 7 mos
Retirement Wealth Advisors, INC.
January 2015 - November 2016 · 1 yr 10 mos
Ele Advisory Services, LLC
October 2014 - December 2014 · 2 mos
State Registrations2 states
TXUT
Advisor

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.

Exams
No exam information available for this advisor.