Shawn Keane
Shawn Keane is a CFP-designated registered investment advisor at Smithbridge Asset Management, INC., based in Chadds Ford, PA, with 23 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, High Net Worth, Investment Management, and 2 more. Their firm serves 485 clients with $670M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000. Fees may also differ based on the individual strategy the client’s assets are invested in as well as the total assets in the account. Former Morris Capital Advisors, LLC fees are based on the following schedule: For portfolios invested in individual equity securities: 1.250% annually on assets up to $250,000 1.125% annually on assets from $250,000 to $500,000 1.000% annually on assets over $500,000. For portfolios invested in the Diversified Income Strategy of mutual funds, ETFs, REITs, and MLPs: 0.25% annually on assets under management. For portfolios invested in individual bonds, or mutual funds: 0.625% annually on assets under management.
Fee Estimator
Location
116 Commons Court, Chadds Ford, PA, 19317
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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 ActivitiesSells Insurance
Shawn is an insurance agent selling life, health, group life, group health, and disability insurance products since 2002, and dedicates minimal time to this. Shawn is also a joint owner of rental property since 2010, dedicating minimal time to this as well.
Employment History
Current Registrations
Smithbridge Asset Management, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities INC.Broker
State Registrations2 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.