Shannon Shupp
Shannon Shupp is a CFP-designated registered investment advisor at Macro Advisors, INC., based in York, PA, with 29 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 683 clients with $370M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
526 Greenbriar Road, York, PA, 17404
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Shannon is an independent insurance agent selling term life, whole life, long-term care, and disability insurance. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Macro Advisors, INC.
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
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.