Sheldon Harber
Sheldon Harber is a CFP-designated registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 46 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.
Fee Estimator
Location
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2021Regulatory
January 2016Regulatory
October 2006Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Sheldon is a licensed insurance agent, dedicating a few hours per week to this activity during securities trading hours. He is also a passive investor in Aisle411 Partners LLC, a technology company, requiring minimal time commitment.
Employment History
Current Registrations
Visionary Wealth Advisors, LLC
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Asset Strategies, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Chubb Securities CorporationBroker
Manequity, INC.Broker
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.