Shanyn Stewart
Shanyn Stewart is a registered investment advisor at Advanced Financial Management, INC., based in Lambertville, MI, with 28 years of industry experience. Shanyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $17M 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 $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee is negotiable based on the size of the account. You may aggregate accounts to achieve a lower rate.
Fee Estimator
Location
8336 Monroe Road, Suite 101, Lambertville, MI, 48144
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Shanyn is the president of Advanced Accounting Tax & Financial Services LLC, offering accounting and tax preparation, and president of Advanced Resolutions Solutions, LLC, offering CPA/enrolled agent/tax prep/accounting services. Shanyn is also an independent insurance agent and co-owner of a retail store, Bricks & Minifigs, handling accounting and taxes.
Employment History
Current Registrations
Advanced Financial Management, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Terra Financial Planning Group LTD
Capital Brokerage CorporationBroker
MML Investors Services, INC.Broker
Forth Financial Securities, CorporationBroker
State Registrations2 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.