Shaun Balding
Shaun Balding is a registered investment advisor at Wisconsin Wealth Advisors, LLC, based in Sun Prairie, WI, with 8 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 254 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g. historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
1777 West Main Street, Suite 203, Sun Prairie, WI, 53590
Get directionsHistory
Regulatory History (1)
Criminal
January 2001Other Business ActivitiesSells Insurance
Shaun is a sole proprietor and insurance agent selling fixed insurance products since 2019. This activity requires minimal time.
Employment History
Current Registrations
Wisconsin Wealth Advisors, LLC
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.