Shawn Clark
Shawn Clark is a registered investment advisor at Continuum Advisory, LLC, based in Tampa, FL, 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 Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,849 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Continuum Advisory offers investment management services for an annual fee based on the total value of your investments. This fee is structured in tiers, ranging from 0% to 2.95%. The exact fee is negotiable and can vary based on your relationship with the advisor, the size of your portfolio, and the services provided. The fee is calculated based on the combined assets in all related accounts.
Additional fees apply for choosing a third-party asset manager through the Amplify platform, ranging from 0.20% to 1.50%. Continuum Advisory retains a portion of this fee, ranging from 0.00% to 0.20%.
Location
3808 Gunn Hwy, Tampa, FL, 33618
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Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Shawn is an Investment Advisory Representative at Mosaic Financial Group, dedicating full-time hours to providing investment advisory services. He is also a licensed insurance agent at Mosaic Financial Group Insurance Sales, spending a few hours per week offering insurance products like life insurance and annuities.
Employment History
Current Registrations
Continuum Advisory, LLC
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Brookstone Financial
Center Street Securities, 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.