Daryl Shankland
Daryl Shankland is a registered investment advisor at Shankland Financial Advisors, LLC, based in Flat Rock, NC, with 28 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 337 clients with $98M 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 $250K | 2.00% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
These fees apply to actively managed portfolios including individual equities, ETFs and mutual funds. For portfolios including only fixed income securities, cash and cash equivalents: up to $750,000 is 0.50%, above $750,000 is 0.35%. All fees are negotiable only at SFA's sole discretion.
Fee Estimator
Location
Flat Rock, NC
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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
Daryl is a representative/agent involved in the sale of life insurance and annuities. This activity takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Shankland Financial Advisors, LLC
Previous Registrations
Butterfield Capital Advisors
Salomon Smith Barney INC.
State Registrations8 states
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.