Shamus Mccarthy is a CFA-designated registered investment advisor at Red Haven Advisors, LLC, based in Seattle, WA, with 5 years of industry experience. Shamus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $3.1M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Financial planning fees will be offset for related advisory services of assets being managed by the Adviser.
Fee Estimator
Location
Seattle, WA
Get directionsHistory
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
Shamus is the Director of Financial Planning & Analysis at Pathlabs Inc., a digital marketing company, since April 2024. This role, which is not investment-related, takes nearly full-time.
Employment History
Current Registrations
Red Haven Advisors, LLC
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.