Shawn Stressman is a registered investment advisor at Convert Financial Services LLC, based in Mt Pleasant, MI, with 4 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 20 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 4.80% |
Fee Estimator
Location
Mt Pleasant, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn is the manager of CHPM, PC, which consists of independent retail pharmacies. He is also the president of Stressman CPA PLLC, a tax preparation and bookkeeping service.
Employment History
Current Registrations
Convert Financial Services LLC
State Registrations1 state
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