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Shaune Colwell

22 Years of Experience
Fayetteville, AR
1 DisclosureBroker

Shaune Colwell is a registered investment advisor at &partners, based in Fayetteville, AR, with 22 years of industry experience. Shaune is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

212 N. Church Ave., Fayetteville, AR, 72701

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2024
Employment History
Current Registrations
&partners
November 2024 - Present · 1 yr 11 mos
&partnersBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors
March 2011 - December 2024 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - December 2024 · 16 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
August 2004 - January 2008 · 3 yrs 5 mos
State Registrations38 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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