Mary Shaltis is a CFP-designated registered investment advisor at Chicory Wealth, based in Decatur, GA, with 12 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 487 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable. All accounts in a household are combined to determine the total assets under management for the period.
Fee Estimator
Location
Decatur, GA
Get directionsHistory
Regulatory History (1)
Criminal
August 1983Other Business Activities
Mary owns multi-family real estate as an investment property since August 2017.
Employment History
Current Registrations
Chicory Wealth
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.