Shawn Perkins is a CFP-designated registered investment advisor at Genuine Wealth Solutions, based in Richmond, VA, 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 Investment Management, Retirement Planning, Tax Planning, Estate Planning, and 6 more. Their firm serves 41 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Genuine Wealth Solutions charges an ongoing fixed fee for comprehensive financial planning that includes investment management. The fee ranges from $3,000 to $12,000 per year, paid quarterly in advance, depending on your specific needs, complexity, and the resources required. At no time will the portion of the fee attributed to managing your portfolio be greater than 2% of the assets under management.
Contact
Shawn Perkins
Location
Richmond, VA
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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
Genuine Wealth Solutions
Previous Registrations
Carlson Financial
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
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