Shawn Defoe
Shawn Defoe is a registered investment advisor at Meridian Wealth Management, LLC, based in Lafayette, LA, with 26 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
221 Southpark Rd, Suite C1, Lafayette, LA, 70508
Get directionsHistory
Regulatory History (2)
Regulatory
November 2018Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Shawn is an independent insurance agent for various independent insurance companies. This activity is insurance-related.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Integrity RIA, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
American General Securities IncorporatedBroker
Banc One Securities CorporationBroker
Janus Distributors, INC.Broker
State Registrations4 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.