Richard Shelton is a registered investment advisor at Capital Square, LLC, based in Chattanooga, TN. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 668 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The maximum annual fee will be 2% of assets under management.
Fee Estimator
Location
2034 Hamilton Place Blvd., Suite 230, Chattanooga, TN, 37421
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Square, LLC
State Registrations1 state
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