Shaun Williams is a CFA, CFP-designated registered investment advisor at Paragon Capital Management, based in Denver, CO, with 10 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 185 clients with $1.2B 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum annual fee of $7,000. Fees may be negotiable.
Fee Estimator
Contact
Shaun Williams
Location
999 18th Street, Suite 1401, Denver, CO, 80202
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
Shaun owns Altitude Management, LLC, managing short-term rental properties, dedicating minimal time. He is also a signatory on the Timbergreen Townhouse Homeowners Association's operating and reserve accounts, spending minimal time.
Employment History
Current Registrations
Paragon Capital Management
Previous Registrations
Janus Henderson DistributorsBroker
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