Shawn Connolly
Shawn Connolly is a registered investment advisor at Connolly Wealth Management, based in Austin, TX, with 28 years of industry experience. Shawn 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 $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees for accounts held at American Funds Service Company (AFS). CWM may at times use the services of TPMs and receive a portion of the fee for referring clients. The Client will not pay additional advisory fees to the TPM for these services. Fees are negotiable.
Fee Estimator
Location
Austin, TX
Get directionsHistory
Regulatory History (1)
Criminal
November 1975Other Business ActivitiesSells Insurance
Shawn is the President and an insurance agent at Connolly Financial Group since 1995, dedicating about half of his time to this role. He also conducts trust reviews and insurance sales for CLA USA.
Employment History
Current Registrations
Connolly Wealth Management
Previous Registrations
Abraham & CO., INC.
Gradient Securities, LLCBroker
World Group Securities, INC.Broker
Woodbury Financial Services, INC.Broker
Mony Securities CorporationBroker
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.