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Shelley Jones Seagler

18 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
312 clients
Average Client Portfolio
$693K average
Assets Under Management
$216.1M

Fee Structure

Minimum Investment:$200K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M2.00%
$2.0M - $5.0M1.50%
$5M+1.00%

Snider Advisors Asset Management fees. Rebates available for clients who purchase the Snider Investment Method course.

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

100 Decker Court, Suite 120, Irving, TX, 75062

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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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Other Business ActivitiesSells Insurance

Shelley is a licensed insurance representative and spends about a third of her time dealing with insurance-based solutions.

Employment History
Current Registrations
Snider Advisors
December 2007 - Present · 18 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.