Shawn Nazario
Shawn Nazario is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Spring Hill, FL, with 11 years of industry experience. Shawn 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 212,858 clients with $16B 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 $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
Spring Hill, FL
Get directionsHistory
Regulatory History (4)
Regulatory
June 2018Criminal
July 1998Criminal
June 1998Criminal
December 1996Other Business Activities
Shawn is part of the Peninsula Baseball Umpires association and works as a baseball umpire for local recreational and high school baseball. This activity, including clinics and meetings, takes a few hours per week.
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLC
Transamerica Investors Securities, LLCBroker
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.