Ian O'shea
Ian O'shea is a CFP-designated registered investment advisor at Scherer Financial Advisory Services, LLC, based in Dallas, TX, with 10 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 163 clients with $140M 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 - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees are negotiable. SFAS can charge up to 2.00% annually on accounts of less than $100,000. Fees for the management of 529 plans will be charged a flat 0.25% annually.
Fee Estimator
Location
16250 Knoll Trail Drive, Suite 207, Dallas, TX, 75248
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 ActivitiesSells Insurance
Ian is an agent at Scherer Financial Advisory Services, LLC, selling non-variable insurance products such as life insurance, fixed annuities, long-term disability, and long-term care. He dedicates minimal time to this business.
Employment History
Current Registrations
Scherer Financial Advisory Services, LLC
Previous Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
State Registrations1 state
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