C.L. Sheldon offers financial planning and investment advisory services on a fee-only basis. Services are divided into two tiers: Financial Planning and Wealth Management, catering to different levels of complexity in investment, estate, risk management, and tax planning needs. C.L. Sheldon also offers standalone financial planning and consulting services, as well as financial coaching for those starting out in life. C.L. Sheldon does not offer discretionary investment advisory services.
Fee Structure
C.L. Sheldon offers bundled financial planning and investment advisory services. The annual fee is a flat amount that includes both planning and investment management.
- Financial Planning tier: Minimum annual fee of $5,200, with $1,000 attributable to investment management.
- Wealth Management tier: Minimum annual fee of $9,000, with $2,000 attributable to investment management.
Account sizes must be at least $50,000 for the Financial Planning tier and $100,000 for the Wealth Management tier. The total bundled fee may exceed 2% of the assets managed, but the portion attributable to investment management will not exceed 2%.
