Shawn Stevens is a CFP-designated registered investment advisor at Edward Jones, based in South Bend, IN, with 19 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
505 E Ireland Road Suite 1, South Bend, IN, 46614
Get directionsHistory
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 registered agent for Stevens Properties, LLC, a real estate company, since 2018. He has no responsibilities and dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 states
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
More Advisors
- Jonathan Kintner, CFPEdward Jones
- Jonathan HamptonEdward Jones
- Eric Ytterberg, CFPEdward Jones
- Leo Priemer, CFPEdward Jones
- Matthew Cotton, CFPLPL Financial LLC
- Thomas Varga, ChFCLPL Financial LLC