Shawn Clagg is a registered investment advisor at Advisor Resource Council, based in Bixby, OK, with 1 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
103 N Armstrong Street, Suite 208, Bixby, OK, 74008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Shawn is the President/CPA of Shawn Clagg, CPA, PC, an accounting firm, dedicating about a quarter of his time. He is also a CPA at Rob Hance Management PC, a management/accounting firm, spending about 10-20% of his time there.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
Choc Wealth Management
State Registrations2 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.