Shelby Newell is a CFP-designated registered investment advisor at Ironwood Wealth Management, LLC, based in Chandler, AZ, with 9 years of industry experience. Shelby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 459 clients with $610M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Full-Service program has a $5,000 annual minimum fee. Foundations and Legacy programs charge 1.25% for accounts up to $400,000. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ, 85226
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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
Ironwood Wealth Management, LLC
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Charles Schwab & CO., 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.
Exams
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