Shawn Peters is a registered investment advisor at Christian Financial Advisors, based in New Braunfels, TX, with 9 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 469 clients with $190M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the advisor's discretion.
Fee Estimator
Location
672 Ridge Hill Drive, Suite A1, New Braunfels, TX, 78130
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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 owner of Odin Creative, Inc., a website marketing services company, where he manages finances and oversees operations. He dedicates minimal time to this activity.
Employment History
Current Registrations
Christian Financial Advisors
Previous Registrations
Next Financial Group, INC.
State Registrations1 state
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