Shawn Kilmurray
Shawn Kilmurray is a registered investment advisor at Brookwood Investment Group, based in Sea Bright, NJ, with 14 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 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Sea Bright, NJ
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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.