Shawn Ewasyshyn is a CFP-designated registered investment advisor at Newedge Advisors, based in Troy, MI, with 10 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
3150 Livernois, Suite 310, Troy, MI, 48083
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 Activities
Shawn conducts advisory services through NewEdge Advisors, LLC, dedicating full-time hours to this activity. He also works as an account manager for Tax Planning Solutions, LLC, spending minimal time on data entry, relationship management, and ensuring clients provide paperwork.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Newedge Securities, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations4 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.