Shawn Mccabe
Shawn Mccabe is a CFP, PFS-designated registered investment advisor at Gunn & Company Investment Management, INC., based in Jacksonville, FL, with 15 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 183 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5 million at the discretion of Gunn & Company Investment Management and CPS Investment Advisors. Total fee combines charges from both Gunn & Company Investment Management and third-party manager CPS Investment Advisors.
Fee Estimator
Location
13901 Sutton Park Drive South, Suite 130, Jacksonville, FL, 32224
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 Owner/President of McCabe Gunn, CPA, PA, a non-investment related CPA firm. He dedicates about half of his time to this business.
Employment History
Current Registrations
Gunn & Company Investment Management, INC.
Previous Registrations
Cps Investment Advisors
Rse Consulting, LLC
N/a
Raymond James Financial Services Advisors, INC
Heacock Financial
Raymond James Financial Services
State Registrations2 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
- Marshall GunnGunn & Company Investment Management, INC.
- Gregg Munn, CFPSax Wealth Advisors, LLC
- Donald Drummond, PFSFinancial Independence Advisors, LLC
- Matthew Cochran, CFAAtlantic Edge Private Wealth Management
- Michael Ellis, CFPMadden Advisory Services, INC.
- Timothy Hollinger, CFPLPL Financial LLC