Edward Shea is a registered investment advisor at Final Ascent Wealth Advisors, LLC, based in Lafayette, LA, with 13 years of industry experience. Edward 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 21 clients with $65M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Location
315 S. College Rd., Suite 205, Lafayette, LA, 70503
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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
Edward is a member of Developing Louisiana, LLC, a digital media advertising firm, dedicating minimal time. He also does business development for Final Ascent, a small business consulting firm, and is a passive owner in Developing Lafayette, a local blog and advertising company.
Employment History
Current Registrations
Final Ascent Wealth Advisors, LLC
Previous Registrations
Ahrens Investment Partners, LLC
LPL Financial LLC
State Registrations1 state
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