Shawna Nale
Shawna Nale is a registered investment advisor at Snavely Associates Financial Services, based in Lemoyne, PA, with 6 years of industry experience. Shawna 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 279 clients with $180M 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 | 1.50% |
Fee may be negotiable depending on individual client circumstances.
Fee Estimator
Location
1035 Mumma Road, Suite 101, Lemoyne, PA, 17043
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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 →Other Business ActivitiesSells Insurance
Shawna works as an Assistant/Director of Client Relations for Snavely Associates Financial Services and is self-employed as a registered tax preparer. She also sells life insurance and annuity products, dedicating minimal time to this activity, and works as an advisor under an independent RIA.
Employment History
Current Registrations
Snavely Associates Financial Services
Previous Registrations
The O.N. Equity Sales CompanyBroker
State Registrations1 state
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