Shawn Startti is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Dallas, TX, with 17 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,431 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallagher Fiduciary Advisors (GFA) charges a fee based on a percentage of the value of your investments, up to 2.00%. The specific fees are outlined in each client's agreement.
GFA also offers risk-adjusted model portfolios and strategies that may cost up to 0.85% of the value of your investments, depending on the model/strategy selected. These fees are in addition to the advisory fee.
Location
12750 Merit Drive, Suite 1000, Dallas, TX, 75251
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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
Shawn is the Vice President of the Rockrimmon Homeowner's Association since 2019, dedicating minimal time to the role. His duties include representing the HOA at meetings, upholding covenants, approving architectural changes, and managing the budget and vendors.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Fisher\smb
Fisher Investments
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Transamerica Investors Securities CorporationBroker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
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.