Shelly Brockman
Shelly Brockman is a registered investment advisor at Asset Management Group, based in Cartersville, GA, with 4 years of industry experience. Shelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 378 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMG Asset Management Group charges up to 1.85% of your portfolio annually for investment management. This fee includes AMG's management fee and sub-advisory fees. The fee is deducted monthly from your account. An additional $75 annual fee is charged for households with less than $100,000 on the advisory platform.
Location
102 North Bartow Street, Ste 100, Cartersville, GA, 30120
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Regulatory History (1)
Financial
October 2017Employment History
Current Registrations
Asset Management Group
Previous Registrations
Potomac Fund Management
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.