Overview

Headquarters
Houston, TX
Total Firm Assets
$144 million
Average High-Net-Worth Client Portfolio Size
$5.2 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: SHELTER WEALTH STRATEGIES ADV 2A (2026-03-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $5,000,000 1.25%
$5,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $65,000 1.30%
$10 million $115,000 1.15%
$50 million $515,000 1.03%
$100 million $1,015,000 1.02%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
97.22%
Number of High-Net-Worth Clients
27
Total Client Accounts
38
Discretionary Accounts
38

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
170655
  • SHELTER WEALTH STRATEGIES ADV 2A (2026-03-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse TX advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials