Shawn Nelson
Shawn Nelson is a registered investment advisor at Boone Wealth Advisors, LLC, based in Bellevue, WA, with 26 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 309 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for amounts over $5,000,000. Advisory fee of up to 0.45% for accounts subject to Boone Wealth Advisors’ income strategy. Fees are negotiable in certain circumstances for legacy clients, employees, and their family members.
Fee Estimator
Location
777 108th Ave Ne, Suite 2230, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Shawn is a registered investment advisor DBA Boone Wealth Advisors, dedicating full-time hours to providing investment advisory services. He also facilitates the purchase of long-term care insurance policies and owns RE Rentals, LLC, spending minimal time on each.
Employment History
Current Registrations
Boone Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed, INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.