Sidney Overby is a registered investment advisor at Shelter Wealth Strategies, LLC, based in Houston, TX. Sidney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 38 clients with $140M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be waived, adjusted, reduced or negotiated at Shelter's discretion. Fees are generally paid quarterly in advance.
Fee Estimator
Location
1400 Post Oak Blvd, Suite 450, Houston, TX, 77056
Get directionsHistory
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 ActivitiesSells Insurance
Sidney works as a settlement planner for Sage Settlement Consulting, dedicating nearly full-time hours to this role. Sidney is also a real estate agent and an insurance agent, spending about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Shelter Wealth Strategies, LLC
Previous Registrations
Devon Investment Advisory
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.