Shawn Torres
Shawn Torres is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Longmeadow, MA, with 22 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
734 Longmeadow St., Longmeadow, MA, 01106
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Shawn is the owner of Vitae Wealth Management, focusing on insurance, benefits, and human resources, dedicating about a quarter of his time. He also works as an advisory representative of a RIA, spending nearly full-time on this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
MML Investors Services, LLCBroker
State Registrations10 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
More Advisors
- David Samuelsen, CFPMML Investors Services, LLC
- Edward Toole, CFPToole Financial
- Charles Beresford, CFALong Game Financial, LLC
- Charles Epstein, ChFC
- Nancy Miller, ChFCLPL Enterprise, LLC
- Agnieszka Valenta, CFPSound Income Strategies, LLC