Brandon Shaw
Brandon Shaw is a registered investment advisor at LPL Enterprise, LLC, based in Englewood, CO, with 10 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
8000 S Chester Street, Suite 325, Englewood, CO, 80112
Get directionsHistory
Regulatory History (4)
Financial
August 2026Financial
July 2026Judgment / Lien
October 2024Judgment / Lien
January 2022Other Business Activities
Brandon works as a financial planner at Aspen Creek Wealth Strategies since 2019. This activity takes about half of his time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Aspen Creek Wealth Management, LLC
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations2 states
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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