Shelbie Benitez is a registered investment advisor at Mcalister, Sweet & Associates, INC., based in Houston, TX, with 4 years of industry experience. Shelbie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 187 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable. For employee and family-related accounts, the quarterly advisory fees are generally lower. Additionally, MSA may charge less for certain client accounts, depending on factors such as portfolio size, length of employment, and relationship to the employee.
Fee Estimator
Location
19500 St. Hwy. 249, Suite 345, Houston, TX, 77070
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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 →Other Business Activities
Shelbie provides tax preparation services to individuals and business entities through McAlister, Sweet & Associates, Inc. This service is included in the fees paid for advisory services.
Employment History
Current Registrations
Mcalister, Sweet & Associates, 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.