Shelisa Fields is a registered investment advisor at Williamson Ross Financial, based in Canton, MI, with 6 years of industry experience. Shelisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Location
Canton, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelisa is a contract employee and, since September 2024, periodically works as an adjunct professor at Trine University, teaching business and finance topics. This takes about 10-20% of Shelisa's time.
Employment History
Current Registrations
Williamson Ross Financial
State Registrations1 state
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