Shawn Williams
Shawn Williams is a registered investment advisor at Temecula Valley Stock Exchange, based in Murrieta, CA, with 5 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
TVSE charges a flat fee of 2.5% of total assets under management, assessed monthly.
Fee Estimator
Location
Murrieta, CA
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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
Shawn is a licensed agent for Amer-Dadian International Corporation, an insurance agency, managing insurance portfolios and consulting, dedicating about 10% of his time. He also spends minimal time as an asset manager for the company.
Employment History
Current Registrations
Temecula Valley Stock Exchange
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.