Jeffrey Shelton

Advisor at Capital Square, LLC

Updated today

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Firm

Capital Square, LLC

Location

Athens, TN 37303

Credentials

Series 63, Series 65

Industry experience

10 years

Fee options

Fixed

Fixed fees for financial planning, negotiated based on scope and complexity

Percentage

up to 2% annually, negotiable

Project-based

Firm's hourly rate for financial planning or consulting, negotiated case-by-case

Other

Fee-only: Hourly fees or fixed fees for financial planning, negotiated based on scope and complexity

Work history

Capital Square, LLC

2017 - Present (9 years)

Bellwether Investment Group, LLC

2015 - 2017 (2 years)

Disclosures

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Capital Square, LLC

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