Shawn Mckeown is a registered investment advisor at Southern Pacific Asset Management L.L.C., based in Yuma, AZ, with 9 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, and 1 more. Their firm serves 57 clients with $7.4M 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 | 1.80% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts over $2,000,000. If Southern Pacific utilizes an Outside Manager, their fee ranges from 0.13% to 0.85% and is billed based on the same method and frequency. The combined fee charged to the Client will not exceed 3% of assets under management.
Fee Estimator
Location
350 W. 16th Street, Suite # 309, Yuma, AZ, 85364
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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 →Employment History
Current Registrations
Southern Pacific Asset Management L.L.C.
Previous Registrations
Cwm, LLC
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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.