Shawn Healy
Shawn Healy is a registered investment advisor at Henrickson Nauta Wealth Advisors, INC., based in Belmont, MI, with 28 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 506 clients with $810M 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 $500K | 1.85% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Fees may be negotiable. Certain legacy clients may be engaged for similar services at a lower fee.
Fee Estimator
Location
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI, 49306
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 →Other Business ActivitiesSells Insurance
Shawn is involved in insurance sales at the same address as his advisory business. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Henrickson Nauta Wealth Advisors, INC.
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Abn Amro Financial Services, INC.Broker
Independence One 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.