Paul Shaughnessy
Paul Shaughnessy is a CFP-designated registered investment advisor at Brookhaven Capital Group, based in Alpharetta, GA, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
8440 Holcomb Bridge Road, Suite 520, Alpharetta, GA, 30022
Get directionsHistory
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
Paul is a financial advisor at MRP Capital Investments LLC, dedicating full-time hours to this role. He also sells fixed/traditional insurance through PKS Financial and works as an IAR at Brookhaven Capital Group, spending about half his time on financial advising.
Employment History
Current Registrations
Brookhaven Capital Group
Purshe Kaplan Sterling InvestmentsBroker
Mrp Capital Investments, LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H.J. Meyers & CO., INC.Broker
State Registrations6 states
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