Shawn Force is a registered investment advisor at Wellington Investment Advisors, based in Bloomington, IN, with 13 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 380 clients with $230M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
121 E. 6th Street, Suite 2, Bloomington, IN, 47408
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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 works as a Registered Representative and provides Investment Management services at Wellington Investment Advisors, dedicating full-time hours to this role. He spends a few hours per week during trading hours.
Employment History
Current Registrations
Wellington Investment Advisors
Previous Registrations
Private Client Services, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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.