Shelby Birkeland is a registered investment advisor at Winter & Associates, INC., based in St. Paul, MN, with 1 years of industry experience. Shelby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 208 clients with $180M 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 $500K | 1.00% |
| $500K - $2.0M | 0.63% |
| $2.0M - $3.0M | 0.52% |
| $3.0M - $4.0M | 0.41% |
| $4.0M - $5.0M | 0.26% |
| $5M+ | 0.11% |
For Focus Partners clients, an additional 0.15% fee is added to the advisory fee.
Fee Estimator
Location
964 Grand Avenue, St. Paul, MN, 55105
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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 →Employment History
Current Registrations
Winter & Associates, INC.
State Registrations2 states
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