First Shelbourne provides ongoing supervision of client accounts through portfolio management services. They assess client situations, goals, risk tolerance, and investment preferences. They do not offer financial planning or wrap fee programs. They use a Core + Satellite investment strategy and may customize portfolios based on client preferences.
Assets Under Management$7.5M
Clients17
Advisors1
Avg. per Client$440K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee schedule may be discounted by the firm principal but is not considered negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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