Michael Shahan is a CFP-designated registered investment advisor at Capwealth Advisors, LLC, based in Franklin, TN, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,429 clients with $2B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fixed-income only accounts have separate rates ranging from 0.50% down to 0.30%. Minimum annual fee of $5,000 applies. Fees are negotiable.
Fee Estimator
Location
4031 Aspen Grove Drive, Suite 600, Franklin, TN, 37067
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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 Activities
Michael works as a financial planner for Dobyns Wealth Team. He is also a registered branch associate for SageSpring Wealth Partners and Southwestern Investment Group, dedicating about half of his time to each of these roles.
Employment History
Current Registrations
Capwealth Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Sagespring Wealth Partners
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Ameriprise Financial Services, LLCBroker
Securian 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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