Shawn Hiner-Leamon is a registered investment advisor at Lagrande Global LLC, based in Dallas, TX, with 11 years of industry experience. Shawn 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 1 clients with $70M 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 | 0.50% |
The advisory fee is calculated as the lesser of (i) a negotiated annual fixed fee amount or (ii) 0.50% of assets under management. The fixed fee functions solely as a cap on the percentage-based calculation and is not charged in addition to the asset-based fee. Fees are negotiable.
Fee Estimator
Location
1808 S Good Latimer Expy, Suite 102, Dallas, TX, 75034
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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.
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Shawn is a part owner and partner of Honey R Capital, a private equity investment business. He spends about 10-20% of his time, or approximately 30 hours a month, helping evaluate investment opportunities.
Employment History
Current Registrations
Lagrande Global LLC
State Registrations2 states
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