Shawn Elliott is a registered investment advisor at Hood River Capital Management LLC, based in Anna, TX, with 3 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 45 clients with $6.9B 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 $50.0M | 1.00% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.80% |
Fee schedule is for the Small-Cap Growth strategy. The Small/Mid-Cap Growth strategy has a different fee schedule: 0.75% on the first $90 million and 0.65% on amounts over $90 million. Fees may be negotiable.
Fee Estimator
Location
Anna, TX
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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
Shawn is the Director of Sales at Hood River Capital Management, LLC, where he sells the firm's investment products to registered investment advisors in Texas. This is a full-time commitment for Shawn.
Employment History
Current Registrations
Hood River Capital Management LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
State Registrations53 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.