Shawn Rae is a registered investment advisor at Pinnacle Wealth Advisors, based in Saint Petersburg, FL, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 832 clients with $550M 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 $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees are generally not negotiable except for accounts exceeding $7,000,000, family members, friends, non-profit employees, or legacy arrangements.
Fee Estimator
Location
5999 Central Avenue, Suite # 301, Saint Petersburg, FL, 33710
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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 Activities
Shawn is an employee at The Water and Fire Restoration Company, owner/partner at Vino Simpatico Inc. (a wine store), and operations manager at Meridian Investigative Group (private investigator). These activities take minimal time, minimal time, and about half of Shawn's time, respectively.
Employment History
Current Registrations
Pinnacle Wealth Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.
Exams
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