Shyla Bassey is a registered investment advisor at 17 Capital Partners, LLC, based in Phoenix, AZ, with 2 years of industry experience. Shyla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 131 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pearl Capital Management offers investment management services for an annual fee that varies between 0% and 2.00% of the assets they manage. The specific fee is negotiable and depends on the size and composition of your portfolio, as well as the services you need. The fee is calculated each quarter based on the value of your investments on the last day of the previous quarter.
Location
4417 N. 40th Street, Suite 300, Phoenix, AZ, 85018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shyla is involved in several outside business activities. She dedicates about half of her time to Bassey Solutions LLC, providing credit education and restoration services, spends minimal time managing a semi-truck, and minimal time on Elevate With Shyla, a digital marketing course.
Employment History
Current Registrations
17 Capital Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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