Shannon Day is a ChFC-designated registered investment advisor at Edward Jones, based in Bellingham, WA, 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, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1140 10th St Suite 103, Bellingham, WA, 98225-7050
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business Activities
Shannon is the owner/operator of tallredheadgirl.com, where she works as a wedding officiant and event emcee since 2016. This takes a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations13 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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