| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
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Learn about disclosures →Shannon sells and services fixed insurance policies, dedicating minimal time to this activity. She is also a member of Regent Financial Wealth Management LLC, managing business expenses and income, and an investment adviser representative for Acorn Financial Services, spending nearly full-time hours providing financial services to clients.