Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000
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Location

111 W. Oak Avenue, Ste 450, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Shannon is an independent insurance agent involved in investment-related insurance sales, specifically life and health insurance.

Employment History
Current Registrations
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Shannon Clair Stophel - Financial Advisor | TrueAdvisor