Sheldon Singleton
Sheldon Singleton is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Lisle, IL, with 30 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 560 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.
Location
4722 Main Street, Lisle, IL, 60532
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
Sheldon owns Robotic Financial Concepts LLC, a financial services agency, and SR Singleton Health Insurance Services, an insurance agency, dedicating about half his time and a few hours per week, respectively. He also refers business to a CPA firm and a tax planning service, and sells fixed life and health insurance, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
Previous Registrations
American Trust Investment Services, INC.Broker
Westpark Capital, INC.Broker
Delta Investment Management, LLC
Vfg Advisors, INC.
Partners for Prosperity, LLC
Robotic Trading Advisors, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
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.