Shane Cavanaugh is a CFP-designated registered investment advisor at Sc&h Wealth, based in Fallston, MD, with 8 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 676 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SC&H Wealth offers investment management through two programs, SC&H Wealth Management and SC&H Core. Fees are based on a percentage of your portfolio's value and are charged quarterly in advance.
SC&H Wealth Management:
- Fees are tiered, with lower rates for larger portfolios.
SC&H Core:
- Fees are tiered, with lower rates for larger portfolios.
SC&H may negotiate fees based on factors like the amount of assets managed or the complexity of the engagement.
Location
Fallston, MD
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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
Shane's parent company, SC&H Group, Inc., is a tax, audit, consulting, and investment banking firm that provides employment, benefits, and payroll services. Shane participates in corporate, social, community service, and training activities organized by SC&H Group as needed in the normal course of business.
Employment History
Current Registrations
Sc&h Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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