Shannon Irwin is a registered investment advisor at Synergy Fg, based in Hooper, UT, with 9 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 115 clients with $270M 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 $2.5M | 1.50% |
| $2.5M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Location
Hooper, UT
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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
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.
Employment History
Current Registrations
Synergy Fg
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment 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.