Shawn Jiles
Shawn Jiles is a registered investment advisor at Cyndeo Wealth Partners, based in Lake Mary, FL, with 21 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B 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 | 2.00% |
Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
1025 Greenwood Blvd, Suite 391, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Shawn is an independent licensed insurance agent since 2004, selling life, health, and variable annuity products. He also co-owns two consulting LLCs for tax and estate planning purposes, but dedicates minimal time to these activities.
Employment History
Current Registrations
Cyndeo Wealth Partners
Previous Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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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