Shawn Kilmurray
Shawn Kilmurray is a registered investment advisor at Brookwood Investment Group, based in Sea Bright, NJ, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B 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 | 2.50% |
Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.
Fee Estimator
Location
Sea Bright, NJ
Get directionsHistory
Regulatory History (1)
Criminal
November 1984Other Business ActivitiesSells Insurance
Shawn is an insurance broker specializing in individual life, health, and group disability insurance, dedicating a few hours per week to this activity. Shawn is also a non-profit board member for the TJ Martell Foundation, spending minimal time on this role.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Foothill Securities, INC.Broker
State Registrations1 state
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.