Shawn Mueller
Shawn Mueller is a registered investment advisor at Mueller Asset Management, based in Southfield, MI, with 13 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.89% |
| $1.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
26261 Evergreen Rd, Suite 120, Southfield, MI, 48076
Get directionsHistory
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 ActivitiesSells Insurance
Shawn works as an insurance and annuity sales agent and financial planner at Mueller Retirement Planning since May 2022. This takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Mueller Asset Management
Previous Registrations
Ae Wealth Management, LLC
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.