Shawn Tewksbury is a CFP-designated registered investment advisor at Bay Colony Advisors, based in Milford, NH, with 27 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 2,668 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Annual advisory fees range from 0.65% to 1.85% depending on the advisor, client type, portfolio complexity, and total assets. Fees are negotiable and household accounts may be aggregated for discounts.
Fee Estimator
Location
Milford, NH
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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 ActivitiesSells Insurance
Shawn is an independent insurance agent providing non-variable insurance services to clients, dedicating minimal time to this activity. Shawn also operates Tewks Wealth Management, LLC, offering accounting, tax services, and advisory business, taking nearly full-time hours.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Intersecurities, INC.Broker
Merrimack Valley Financial Advisors, INC.
Legacy Financial Services, INC.Broker
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.
Exams
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