Matthew Shannon is a CFA-designated registered investment advisor at August Group, based in Toronto, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 54 clients with $650M 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% |
| $5.0M - $200.0M | Included |
| $200M+ | 0.40% |
The annual fee is calculated on a marginal basis. Clients may negotiate adjusted fee approaches depending on their circumstances.
Fee Estimator
Location
705-320 Bay Street, Toronto, M5H 4A6
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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 Activities
Matthew is involved in several businesses, primarily as a director or owner. These include holding companies, marketing businesses, a hockey agency, a lifestyle management company, a fitness company, and a business consulting company, dedicating minimal time to each.
Employment History
Current Registrations
August Group
State Registrations1 state
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