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Shelby Geree Miller

Team Hewins, LLC

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About Shelby Geree Miller

Shelby Geree Miller is a Certified Financial Planner with Team Hewins, LLC. Shelby has over 7 years of experience in the financial services industry. Shelby provides financial planning services to individuals and businesses. The services provided include portfolio management, financial planning, and educational seminars. Shelby has a strong track record of success in helping clients achieve their financial goals. Shelby is licensed to provide investment advice in California and Florida.

Firm Information

Shelby Miller is currently registered with Team Hewins, LLC. Team Hewins, LLC is a registered investment advisor based in Redwood City, California. The firm manages approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Their services encompass financial planning, portfolio management for individuals and businesses, and educational seminars. Team Hewins specializes in personalized financial guidance, tailoring solutions to meet the unique needs of each client.
Team Hewins, LLC

203 REDWOOD SHORES PARKWAY

REDWOOD CITY, CA 94065

$2.50B

Assets Under Management

1

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shelby Miller’s Registration & Firm History

FL

03/04/2020 - Present

Team Hewins, LLC (Boca Raton FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shelby Geree Miller.
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