| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable.
Hooper, UT
Get directionsNo 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 →Shannon owns a single-family real estate property in Hampton, VA, since 2008, which is not investment-related. Shannon also engages in fiduciary activities, acting in roles such as attorney-in-fact or trustee.