Sally Shelton is a CFP-designated registered investment advisor at Marbella Wealth Advisory Group, LLC, based in Atlanta, GA, with 8 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees are negotiable. Family accounts may be combined to reach breakpoints.
Fee Estimator
Contact
Sally Shelton
Location
Atlanta, GA
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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 →Employment History
Current Registrations
Marbella Wealth Advisory Group, LLC
Previous Registrations
Oxford Financial Group, LTD
Compass Wealth Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.