Shannon Christensen is a registered investment advisor at Ally Invest Advisors, based in Lexington, KY, with 5 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79,943 clients with $1.4B 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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
Lexington, KY
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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
Shannon works full-time as a Contact Center Representative at Ally Bank, supporting customers with account maintenance and deposit product education. Additionally, Shannon works about a quarter of their time as an Associate Specialist-Invest Services for Ally Invest Securities and Ally Invest Advisors, servicing customers with self-directed or advisory accounts.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Ally Invest Securities LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations52 states
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