Shawn Mcintyre is a registered investment advisor at Efs Advisors, based in Bemidji, MN, with 28 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21,701 clients with $2.4B 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 $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Clients participating in the Managed by EFS program through Security Benefit Group are charged 0.96% from $0-$500,000 in assets under management. EFS Advisors Choice clients with account balances under $25,000 will pay EFS an administrative fee of $14 per year, to be deducted from their account balances at a rate of $3.50 per quarter. This administrative fee is in addition to the asset-based advisory fee. Fixed Income and Cash Management Accounts include a limited selection of investments, such as CDs, money market accounts, and certain preapproved, limited funds. If the account contains investments outside of these options, the standard fee schedule applies.
Fee Estimator
Location
613 Roosevelt RD SE, Bemidji, MN, 56601
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2015Judgment / Lien
July 2014Judgment / Lien
October 2012Customer Dispute
August 2006Customer Dispute
March 2003Judgment / Lien
March 1995Employment History
Current Registrations
Efs Advisors
Advanced Advisor Group, LLCBroker
Previous Registrations
Feltl & CompanyBroker
Miller Johnson Steichen Kinnard, INC.Broker
Dain Rauscher IncorporatedBroker
R.J. Steichen & CompanyBroker
Schneider Securities, INC.Broker
Paulson Investment Company, INC.Broker
Mathews, Holmquist & Associates, INC.Broker
State Registrations6 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.