Shawn Tesoro is a registered investment advisor at Prentice Wealth Management LLC, based in Westborough, MA, with 6 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,029 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prentice Wealth Management (PWM) charges an annual fee based on a percentage of the value of your investments. This fee ranges from 0.30% to 1.60% depending on factors like your advisor, the amount you invest, and the complexity of your portfolio. If you use custom portfolios through the Knightbridge Capital Management Program, you'll also pay an additional portfolio fee. Clients utilizing the Cash Management Portfolios are only charged the Portfolio Fee and are not assessed PWM's standard asset management fee.
Location
Westborough, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prentice Wealth Management LLC
State Registrations2 states
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