Shawn Morris is a CFP-designated registered investment advisor at Captrust, based in Boeme, TX, with 29 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
114 E. Highland, Boeme, TX, 78006
Get directionsHistory
Regulatory History (2)
Regulatory
October 1998Criminal
November 1989Other Business Activities
Shawn is a volunteer member of the Board of Directors for the Hill Country Pregnancy Care Center. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Captrust
Previous Registrations
Covenant
Eggerss Capital Management
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Olde Discount CorporationBroker
Eisner Securities, INC.Broker
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.