LS
LS

Lindsay Garland Shetterly

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
383 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.25%
$25M+0.25%

Fees above $25,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$20,000
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Location

8000 Towers Crescent Drive, Suite 1450, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Glassman Wealth Services, LLC
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Highline Wealth Management, LLC
January 2009 - July 2014 · 5 yrs 6 mos
Convergent Wealth Advisors, LLC
May 2007 - January 2009 · 1 yr 8 mos
Lydian Wealth Management Company, LLC
August 2004 - May 2007 · 2 yrs 9 mos
State Registrations3 states
MDTXVA
Advisor
Exams
No exam information available for this advisor.