Shawn Webb
Shawn Webb is a CFP-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Eagle, ID, with 27 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M 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 |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
450 West State Street Ste 215, Eagle, ID, 83616
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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 ActivitiesSells Insurance
Shawn is the owner, president, and CEO of Pacific Crest Services, Inc., an insurance business, dedicating about a quarter of his time to its daily management. He also owns Pacific Crest Wealth Management, a securities business, spending about 10-20% of his time on financial planning.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Legacy Financial Services, INC.Broker
Legacy Advisory Services, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Country Trust Bank
Country Capital Management CompanyBroker
Waddell & Reed, INC.Broker
State Registrations11 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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