Jeremy Shelby is a registered investment advisor at Elite Life Management LLC, based in Erie, PA, with 7 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 91 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elite Life Management charges an annual investment advisory fee of up to 1.50% of the value of your investments. This fee is calculated at the end of each quarter and paid in advance for the next quarter. The fee may be higher depending on the complexity of your situation, such as specific reporting requirements or portfolio restrictions. Fees may be negotiable. Certain clients may be offered a fixed fee not to exceed the annual rate above.
Location
2725 Colonial Ave, Erie, PA, 16505
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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.
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Jeremy owns Elite Life Consulting, providing branding solutions to clients, dedicating about a quarter of his time. He is also an owner/member of HBK Sorce Holdings LLC, but spends no time on this activity.
Employment History
Current Registrations
Elite Life Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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