What services does First Shelbourne offer?
First Shelbourne provides professional portfolio management, focused on stability, income, and long-term growth. Many clients come here after retiring and wanting to roll their 401k into their own IRA, or invest funds after selling a business or receiving an inheritance.
What fee does First Shelbourne charge?
0.50% (half of one percent) annual fee.
No layers. No surprises. Just investing, done right.
Do you have a minimum investment requirement?
The minimum investment required is $250,000.
I don't live in New York. Can I still use your company to manage my funds?
Yes. Where you live no longer limits who you can work with. First Shelbourne serves clients across New York and throughout the country. Meetings are easily done remotely, allowing you to work with the right advisor, not just the nearest one.
Is your company licensed and insured?
Yes. First Shelbourne is fully licensed and carries a full cyber insurance policy as well as errors & ommissions insurance.
Can I email or call with any other questions I have?
Yes. If you’re ever unsure about something, please don’t hesitate to reach out. Even if it’s not a service I provide, I’m happy to point you in the right direction so you can get the proper guidance you need.
© 2025 First Shelbourne LLC, All rights reserved.
First Shelbourne LLC is a registered investment advisor in New York. Financial advisor services are offered through First Shelbourne LLC, an investment advisory firm domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
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