SR
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Shannon Rowan
2 Years of Experience
Pasadena, CA
1 Disclosure
Shannon Rowan is a registered investment advisor at Pasadena Private Wealth, LLC, based in Pasadena, CA, with 2 years of industry experience. Shannon 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, High Net Worth, and 4 more. Their firm serves 524 clients with $1.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
524 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2 North Lake Avenue, Suite 520, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
December 2024Employment History
Current Registrations
Pasadena Private Wealth, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Gt Securities, INC.Broker
January 2025 - July 2025 · 6 mos
Wells Fargo Advisors
June 2023 - December 2024 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2023 - December 2024 · 1 yr 9 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.