Shelley Christian
Shelley Christian is a registered investment advisor at Bison Financial Group, LLC, based in Creve Coeur, MO, with 2 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 275 clients with $96M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are not negotiable.
Fee Estimator
Location
12645 Olive Boulevard, Suite 229, Creve Coeur, MO, 63141
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Shelley works as an independent insurance agent, focusing on insurance sales. This activity requires minimal time.
Employment History
Current Registrations
Bison Financial Group, LLC
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.