James Shannon is a CFA-designated registered investment advisor at Shannon Investment Management, based in Falmouth, MA, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Location
Falmouth, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shannon Investment Management
State Registrations1 state
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