Shannon Mcdonough is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Orlando, FL, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6000 Turkey Lake Road, Suite 212, Orlando, FL, 32819
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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 ActivitiesSells Insurance
Shannon works as a junior wealth advisor at McDonough Capital Management, dedicating nearly full-time hours to this role. Shannon is also an insurance agent for McDonough Capital Management, Inc., offering life insurance products and spending minimal time on this activity. Finally, Shannon is a board member for Lake Highland Board of Alumni, spending minimal time attending meetings and assisting with events.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Mcdonough Capital Management, INC.
Previous Registrations
Triad Advisors LLCBroker
State Registrations8 states
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