Shaun Corry is a registered investment advisor at Lesa Sroufe & Company, INC., based in Seattle, WA, with 19 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 238 clients with $210M 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 $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.65% |
| $20M+ | 0.45% |
Rates shown reflect the Total Return objective schedule. The Equity Appreciation objective starts at 0.80% for under $5M, 0.65% for $5M-$20M, and 0.45% for $20M and above. Fees are negotiable based on account complexity and asset size.
Fee Estimator
Location
801 Second Ave, Suite 304, Seattle, WA, 98104
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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 →Employment History
Current Registrations
Lesa Sroufe & Company, INC.
State Registrations1 state
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Exams
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