Shawn Lee
Shawn Lee is a registered investment advisor at Integrative Planning, INC., based in Cornelius, NC, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 412 clients with $100M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Schedule 1: Integrative Managed Accounts. Schedule 2 (Sub-Advised Accounts) has higher fees: Up to $749,999: 1.75%, $750,000 – $1,499,999: 1.50%, $1,500,000 – $2,999,999: 1.25%, $3,000,000 – $9,999,999: 1.00%, $10,000,000 – $24,999,999: 0.75%, $25,000,000+: 0.50%. All accounts will be assessed a $5/month technology fee.
Fee Estimator
Location
19520 W Catawba Ave., Suite 311, Cornelius, NC, 28031
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2024Other Business ActivitiesSells Insurance
Shawn sells fixed insurance products, including life, long-term care, and annuities, through Beacon Wealth Advisors Inc., dedicating about 10-20% of his time. He also owns a small share of a gift shop but has no involvement in its operations and spends a few hours per week as a member of a non-profit providing financial education.
Employment History
Current Registrations
Integrative Planning, INC.
Previous Registrations
Alphastar Capital Management
Milestone Asset Management, LLC
Brookstone Capital Management LLC
Alphastar Capital Management, LLC
Regal Investment Advisors LLC
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.