Shannon Mccue
Shannon Mccue is a registered investment advisor at Philadelphia Investment Partners, LLC, based in Haddon Township, NJ, with 12 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 143 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Philadelphia Investment Partners charges a fee based on a percentage of the assets they manage. The specific rate depends on the size of your account.
Fee Schedule A (implemented after January 2025):
- First $250,000: 2.50%
- Next $249,000 - $749,999: 2.00%
- Next $750,000 - $1,999,999: 1.50%
- Above $2,000,000: 1.00%
Fee Schedule B (implemented after January 2025):
- 1% management fee and 20% of profit, or
- 1.25% management fee and 10% of profit
These fees are negotiable.
Location
Haddon Township, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Philadelphia Investment Partners, LLC
Previous Registrations
Mycio Wealth Partners, LLC
Deutsche Bank Securities INC.
State Registrations1 state
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