Betsy Shelton is a registered investment advisor at Charles Fish Investments, INC., based in Irvine, CA, with 28 years of industry experience. Betsy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $340M 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 | 0.50% |
| $2.0M - $15.0M | 0.38% |
| $15.0M - $50.0M | 0.25% |
| $50M+ | 0.13% |
Rates on certain discretionary fixed income portfolios may be negotiable. The assets of related discretionary accounts may be combined for the purpose of calculating the breakpoint on fees.
Fee Estimator
Location
30 Corporate Park, Suite 410, Irvine, CA, 92606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Charles Fish Investments, INC.
Previous Registrations
Rockwater Municipal Advisors, LLC
Charles Fish Investments, INC.
State Registrations2 states
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