Shannon Boyle
Shannon Boyle is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Kissimmee, FL, with 10 years of industry experience. Shannon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.
Fee Estimator
Location
Kissimmee, FL
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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 →Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Previous Registrations
Missionsquare Retirement
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations51 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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