Shawn Nelson
Shawn Nelson is a registered investment advisor at Boone Wealth Advisors, LLC, based in Bellevue, WA, with 26 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 305 clients with $510M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts over $5,000,000 are negotiable. Accounts subject to an income strategy are charged up to 0.45%.
Fee Estimator
Location
777 108th Ave Ne, Suite 2230, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Shawn is a registered investment advisor DBA Boone Wealth Advisors, dedicating full-time hours to providing investment advisory services. He also facilitates the purchase of long-term care insurance policies and owns RE Rentals, LLC, spending minimal time on each.
Employment History
Current Registrations
Boone Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed, INC.Broker
State Registrations29 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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