Justin Shelby is a registered investment advisor at Ascension Financial, based in Fort Collins, CO, with 3 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 96 clients with $72M 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 $3.0M | 1.15% |
| $3M+ | 0.80% |
Fees are negotiable. $2,000 minimum annual fee applies.
Fee Estimator
Location
215 West Magnolia St., Suite 200, Fort Collins, CO, 80521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is a Corporate Development Director at 1052 Partners, Inc. and a Partner at Northport Capital Management LLC managing private equity investments. He is also a Partner and Manager at Picklr Ventures LLC and CFO of Picklr Inc.
Employment History
Current Registrations
Ascension Financial
State Registrations1 state
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