Shawn Jiles
Shawn Jiles is a registered investment advisor at Cyndeo Wealth Partners, based in Lake Mary, FL, with 21 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 2 more. Their firm serves 1,089 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cyndeo Wealth Partners charges an annual fee for managing your investment portfolio, ranging from 0.30% to 2.00% of the portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances. Cyndeo can combine account values of family members to potentially lower the fee. If using third-party money managers, their fees are separate and in addition to Cyndeo's fees.
Location
801 International Parkway, Suite 500, Lake Mary, FL, 32746
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Shawn is an independent licensed insurance agent since 2004, selling life, health, and variable annuity products. He also co-owns two consulting LLCs for tax and estate planning purposes, but dedicates minimal time to these activities.
Employment History
Current Registrations
Cyndeo Wealth Partners
Previous Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial 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.