Shawn Armstrong
Shawn Armstrong is a registered investment advisor at Structured Investment Advisors, LLC, based in Sandusky, OH, with 24 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 326 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable based on client complexity, assets, and related accounts. Related accounts may be grouped to meet minimums and fee tiers.
Fee Estimator
Location
215 West Washington Row, Sandusky, OH, 44870
Get directionsHistory
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 is a partner and leasor for Beecher House LTD, handling building upkeep, paying bills, and collecting rents. This requires minimal time each month.
Employment History
Current Registrations
Structured Investment Advisors, LLC
Previous Registrations
Brecek & Young Advisors, INC.
State Registrations3 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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