Shawn Perkins is a CFP-designated registered investment advisor at Genuine Wealth Solutions, based in Richmond, VA, with 9 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 20 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Comprehensive Financial Planning encompasses investment management services and financial planning. At no time will the portion of the fee that is attributed to managing client accounts portfolio be greater than 2% of assets under our management.
Contact
Shawn Perkins
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Genuine Wealth Solutions
Previous Registrations
Carlson Financial
UBS Financial Services INC.
UBS Financial 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.
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