Shannon Wheeler
Shannon Wheeler is a registered investment advisor at Empower Advisory Group, LLC, based in Bossier City, LA, 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 Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B 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 | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
Bossier City, LA
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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
Shannon is an agent and manager at Software Works Consulting, LLC, a website building and computer maintenance company, since 2010. Shannon spends about a quarter of her time on this non-investment related business, typically on weekends.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.Broker
Morgan StanleyBroker
Fnbb Capital Markets, LLCBroker
State Registrations1 state
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