Paul Shanklin is a registered investment advisor at Sycamore Financial Advisors, INC., based in Cordova, TN, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 230 clients with $92M 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 | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Strategic Asset Management (SAM) approach. Fees negotiable for accounts over $6,000,000. The Strategic Investment Management (SIM) approach and Personalized Asset Allocation Strategies both charge 1.65% on accounts up to $5,000,000, negotiable above that.
Fee Estimator
Location
Cordova, TN
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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
Paul is the owner and manager of a ServiceMaster Professional Cleaning Services franchise. This activity is not investment-related.
Employment History
Current Registrations
Sycamore Financial Advisors, INC.
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.