Cameron Iarrobino is a registered investment advisor at Shp Wealth Management, LLC, based in Plymouth, MA, with 6 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more. Their firm serves 2,364 clients with $1.9B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable. Other programs: Pension consulting at 0.50%, Aperio Group sub-advisory strategies from 0.20% to 0.90%, AllianceBernstein fixed income strategies from 0.13% to 0.20%.
Fee Estimator
Location
225 Water St, Suite C210, Plymouth, MA, 02360
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shp Wealth Management, LLC
Previous Registrations
Twin Focus Capital Partners, LLC
Global Retirement Partners LLC
State Registrations1 state
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Exams
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