Shawn Macdonell
Shawn Macdonell is a ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Taylor, MI, with 37 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 24,070 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard investment management fees generally range between 0.20% and 1.00% based on account size and complexity. Additional model fees or third-party manager program fees may apply.
Fee Estimator
Location
22919 Eureka Road, Ste 100, Taylor, MI, 48180
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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 Activities
Shawn officiates youth sports in Allen Park, dedicating about 10-20% of his time to this non-investment related activity. He began this role in May 2021.
Employment History
Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
Previous Registrations
Vestax Securities CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
Vanderbilt Securities, INC.Broker
State Registrations25 states
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
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