Shannon Pike is a CFP-designated registered investment advisor at Kassouf Wealth Advisors, LLC, based in Birmingham, AL, with 21 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 228 clients with $400M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee schedule does not include management fees and expenses of mutual funds, brokerage commissions, transaction fees, custodial or recordkeeping fees or other expenses.
Fee Estimator
Location
2101 Highland Avenue South, Suite 650, Birmingham, AL, 35205-4022
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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 Activities
Shannon is a principal at Kassouf & Co, an accounting firm, since November 2022. She spends a few hours per week performing various accounting functions.
Employment History
Current Registrations
Kassouf Wealth Advisors, LLC
Previous Registrations
Tanglewood Legacy Advisors, LLC
Asset Management Advisors INC
Integra Wealth Advisors, LLC
Linscomb & Williams
Fsc Securities Corporation
Banc One Securities Corporation
State Registrations2 states
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