Shannon Burgett is a CFP-designated registered investment advisor at Smith Salley Wealth Management, based in Greensboro, NC, with 27 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,129 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Salley Wealth Management's fees are negotiable and can be up to 1.00% annually, potentially using a tiered fee schedule. The exact fee structure is in your agreement. Fees are billed quarterly based on the average daily balance. There is no minimum annual fee.
Location
324 West Wendover Avenue, Suite 301, Greensboro, NC, 27408
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Smith Salley Wealth Management
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Linden Thomas Advisory Services, LLC
Linden Thomas and Company Securities, LLCBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Patrick Capital Markets, LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Allianz Life Financial Services, LLCBroker
Evergreen Investment Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations1 state
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.