Shawn Riley
Shawn Riley is a CFP-designated registered investment advisor at Plante Moran Financial Advisors, based in Denver, CO, with 16 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,817 clients with $23B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Exceptions to the published fee schedule apply to clients who engaged our services under a prior fee schedule or will be considered on an individual case basis. Fees for services provided to clients of Plante Moran Trust are subject to the Agreement between those affiliated entities and vary from the rates above.
Fee Estimator
Location
8181 E Tufts Ave., Denver, CO, 80237
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Shawn is a board member of The Downtown Boxing Gym Youth Program, dedicating minimal time each month. He is also a partner at Plante & Moran PLLC, but spends no time on this during trading hours.
Employment History
Current Registrations
Plante Moran Financial Advisors
Previous Registrations
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
Chase Investment Services CORP.
State Registrations3 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.