Shannon Yarbrough
Shannon Yarbrough is a registered investment advisor at Paragon Capital Management LLC, based in Babcock Ranch, FL, with 15 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 350 clients with $740M 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 |
|---|---|
| Any | 1.00% |
Fees may be negotiated for larger or related accounts, up to a maximum annual fee of 1.00%. There is a minimum annual fee of $2,500 per household.
Fee Estimator
Location
Babcock Ranch, FL
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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 →Employment History
Current Registrations
Paragon Capital Management LLC
Previous Registrations
Frontier Wealth Management, LLC
Yukon Wealth Management, INC.
Creative Planning
Yukon Wealth Management, INC.
Wells Fargo Advisors, LLC
State Registrations2 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.