Shaun Fagant
Shaun Fagant is a registered investment advisor at Fenimore Asset Management, INC., based in Cobleskill, NY, with 14 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 682 clients with $5.4B 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
The annual fee for a fixed income portfolio opened on or after October 21, 2013, structured at the request of the SMA Client, is up to .50% of fixed income assets under management.
Fee Estimator
Location
384 North Grand Street, Cobleskill, NY, 12043
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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
Shaun is a part owner of an investment property and collects rent. He spends minimal time on this activity.
Employment History
Current Registrations
Fenimore Asset Management, INC.
Fenimore Securities, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Mercer Allied Company, L.P.Broker
LPL Financial LLCBroker
State Farm Vp Management CORP.Broker
Spire Securities, LLCBroker
Ing Financial Partners, INC.Broker
State Registrations51 states
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