Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Shearson Financial Services, LLC offers advisory services through a Wrap Fee program administered by RBC Correspondent Services. The program provides discretionary asset management for a single fee that includes account management, brokerage, clearing, custody, and administrative services. The IAR collects client information to determine eligibility and investment strategy.
7000 W. Palmetto Park Road, Suite 501, Boca Raton, FL, 33433