Shannon Simar is a registered investment advisor at &partners, based in Austin, TX, with 18 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
9433 Bee Caves Road, Suite 145, Austin, TX, 78733
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shannon is a board member of Pat's Legacy, a family foundation, and spends minimal time making charitable donations. This activity is not investment-related.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
The Portola Group INC
Banc of America Securities LLC
Banc of America Securities LLCBroker
State Registrations32 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.