Shaun Blakeslee
Shaun Blakeslee is a registered investment advisor at Alton Point Advisors, LLC, based in Westminster, MD, with 18 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 19 clients with $5.8M 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 $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Westminster, MD
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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 ActivitiesSells Insurance
Shaun is a sole proprietor involved in fixed insurance sales since 2005, dedicating minimal time. He also owns Money on Point, LLC, a podcasting business, spending about 10-20% of his time on it.
Employment History
Current Registrations
Alton Point Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Sfg Wealth Management
LPL Financial LLCBroker
PNC Investments
PNC InvestmentsBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Ameriprise Financial Services, INC.
Ameriprise 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.