Michael Shearer is a registered investment advisor at Wealthpenn.com LLC, based in Sinking Spring, PA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WealthPenn charges an annual fee of $8,200 for comprehensive wealth management services, which is typically billed quarterly in four equal installments. While there is no strict minimum portfolio size required to use the service, clients generally need at least $550,000 in assets to qualify. This fee may be negotiable depending on the size of your portfolio.
Location
Sinking Spring, PA
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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.
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Current Registrations
Wealthpenn.com LLC
Previous Registrations
Wealthpenn.com 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.
Exams
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