Shannon Littlejohn
Shannon Littlejohn is a registered investment advisor at Valley Wealth Managers, INC., based in Paramus, NJ, with 27 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 982 clients with $2.3B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate. Fees and minimums are typically not negotiable, but VWM retains the right to modify fees in its sole discretion.
Fee Estimator
Location
80 East Ridgewood Ave, Suite 3, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business Activities
Shannon is a licensed real estate associate with Charles Rutenberg Realty since 2018. She dedicates minimal time to this activity.
Employment History
Current Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.
Valley Financial Management, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Morgan Stanley
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
Metlife Securities INC.
Metlife Securities INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Franklin/templeton Distributors, INC.Broker
State Registrations5 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.