Colton Welhaven is a registered investment advisor at Msh Capital Advisors LLC, based in Billings, MT, with 6 years of industry experience. Colton 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 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
490 N 31 Street, Suite 240, Billings, MT, 59101
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 Activities
Colton is an associate at MSH Capital Advisors DBA Buchanan Capital, dedicating full-time hours to operations. He also serves on the boards/committees of several organizations, including Billings Catholic Schools Foundation, Rocky Mountain College, Better Off in Billings, and Billings Chamber of Commerce, and works as a financial advisor for M.S. Howells & Co.
Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.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.