Advisor at Charles Fish Investments, Inc.
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Firm
Charles Fish Investments, Inc.
Location
Summerville, SC
Credentials
Series 63
Industry experience
28 years
Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. with 28 years of industry experience. She holds a Series 63 designation and has been with Charles Fish Investments since 2013. Charles Fish Investments, Inc. provides discretionary fixed-income investment management primarily for high-net-worth individuals, trusts, and institutional clients, focusing on active, credit-focused municipal bond strategies. The firm manages approximately $342 million in client assets and offers tailored separately managed accounts, sub-advisory services, and non-discretionary mandates on a case-by-case basis.
Analysis and consulting services fees are negotiated fixed fees depending on client circumstances.
$0 - $2,000,000: 0.50% annually (Fixed Income Portfolios) $2,000,001 - $15,000,000: 0.375% annually (Fixed Income Portfolios) $15,000,001 - $50,000,000: 0.25% annually (Fixed Income Portfolios) $50,000,001+: 0.125% annually (Fixed Income Portfolios) $0 - $2,000,000: 1.00% annually (Multi-Asset Portfolios) $2,000,001 - $5,000,000: 0.875% annually (Multi-Asset Portfolios) $5,000,001 - $10,000,000: 0.75% annually (Multi-Asset Portfolios) $10,000,001+: 0.625% annually (Multi-Asset Portfolios)
Account minimum: $2,000,000 Minimum fee: Minimum annual fee for new accounts is $10,000. Fee-only: Fixed fees may be charged on rare occasions and under special circumstances, limited in time and scope.
Summerville, SC
California · South Carolina
Charles Fish Investments, Inc.
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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