Betsy Shelton is a registered investment advisor at Charles Fish Investments, INC., based in Summerville, SC, with 29 years of industry experience. Betsy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 42 clients with $330M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Rates shown are for multi-asset portfolios. Fixed income portfolios have a separate, lower schedule starting at 0.50%. Fees are negotiable.
Fee Estimator
Location
Summerville, SC
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 →Employment History
Current Registrations
Charles Fish Investments, INC.
Previous Registrations
Rockwater Municipal Advisors, LLC
Charles Fish Investments, INC.
State Registrations2 states
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
More Advisors
- Timothy Hudson, CFPSavvy
- William Everett, CFPEdward Jones
- Travis Moore, CFPAusdal Financial Partners, INC.
- Matthew Coakley, CFPFarther
- Eric Robbins, CFA, CFPRobbins Wealth Management
- Brent Tatum, CFP, ChFCEdward Jones