Shawn Lemp
Shawn Lemp is a registered investment advisor at Park Avenue Securities LLC, based in Minnetonka, MN, with 31 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
10900 Wayzata Boulevard, Suite 730, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business ActivitiesSells Insurance
Shawn is contracted to sell insurance policies, dedicating a few hours per week to this activity. He also serves as a Power of Attorney.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
Financial Network Investment CorporationBroker
State Registrations20 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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