Shannon Sapp
Shannon Sapp is a CFP-designated registered investment advisor at Coquina Private Wealth Advisors, based in Port Charlotte, FL, with 11 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,519 clients with $420M 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 $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees have limited negotiability. Financial planning and sub-adviser fees are included.
Fee Estimator
Location
18501 Murdock Circle,, Suite 201, Port Charlotte, FL, 33948
Get directionsHistory
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 ActivitiesSells Insurance
Shannon is involved with several outside business activities, including serving as a board member for Butterfly Arising and Grace Bible Church, and owning Legacy Wealth Holdings LLC and Legacy Wealth Holdings LLC DBA Legacy Accounting Services. Shannon also writes term life insurance business through Simplicity Group/SureLC.
Employment History
Current Registrations
Coquina Private Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust 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.