John Shanley is a registered investment advisor at Aspect Partners, LLC, based in Fairfax, VA, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 419 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspect Partners offers two investment management services:
- Asset Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.00%.
- Comprehensive Portfolio Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.25%.
Fees are calculated monthly based on the average daily value of your account and are negotiable. These fees do not include fees charged by third-party money managers, if used.
Location
2677 Prosperity Ave, Suite 380, Fairfax, VA, 22031
Get directionsHistory
Regulatory History (1)
Criminal
July 2018Other Business Activities
John is an investor in Nurev.IO, a website content monetization software company, but dedicates minimal time to it. He also works full-time as a Financial Planning and Portfolio Management Associate at Aspect Partners, LLC.
Employment History
Current Registrations
Aspect Partners, LLC
Private Client Services, LLCBroker
State Registrations2 states
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.