Sarah Shaw is a CFP-designated registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 3 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 289 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veery Capital charges a percentage of your portfolio's value each year. The exact percentage depends on how much you invest, with lower rates for larger portfolios. For clients using an investment management platform, there is a separate fee schedule. Fees are negotiable.
Here's a sample of their typical fee schedule:
- Up to $1,000,000: 1.15%
- Next $1,00,001 to $2,000,000: 0.81%
- Next $2,000,001 to $3,000,000: 0.56%
- Next $3,000,001 to $4,000,000: 0.39%
- Next $4,000,001 to $5,000,000: 0.26%
- Next $5,000,001 to $10,000,000: 0.17%
- Next $10,000,001 to $15,000,000: 0.11%
- Next $15,000,001 & Up: 0.07%
Investment Management Platform Fee:
- Up to $750,000: 0.20%
- Next $750,001 to $2,000,000: 0.18%
- Next $2,000,001 to $3,000,000: 0.16%
- Next $3,000,001 to $4,000,000: 0.14%
- Next $4,000,001 to $5,000,000: 0.12%
- Over $5,000,001: 0.00%
Location
24 W Market Street, West Chester, PA, 19382
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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 ActivitiesSells Insurance
Sarah is a financial planning associate at Veery Capital, an RIA, dedicating about 10-20% of her time. She also works as an insurance broker for S.E. Shaw Financial Services, selling health insurance, and as an agent for fixed insurance/annuity products, taking about half of her time for each. Finally, she works as an advisor for MyWellCents, providing 401k participant education a few hours per week.
Employment History
Current Registrations
Veery Capital, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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