Michael Shea is a CFP-designated registered investment advisor at True Equity Wealth Management LLC, based in Nashville, TN, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 24 clients with $11M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6.0M - $7.0M | 0.30% |
| $7M+ | 0.25% |
The annual fees are negotiable.
Fee Estimator
Contact
Michael Shea
Location
1033 Demonbreun St., Suite 300, Nashville, TN, 37203
Get directionsHistory
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 →Employment History
Current Registrations
True Equity Wealth Management LLC
Previous Registrations
Applied Capital LLC
Envision Wealth Planning
State Registrations2 states
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Exams