Shauntae Funkhouser
Shauntae Funkhouser is a registered investment advisor at A4 Wealth Advisors LLC, based in Huntersville, NC, with 4 years of industry experience. Shauntae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 587 clients with $210M 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 $100K | 2.50% |
| $100K - $10.0M | 1.60% |
| $10M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
16140 Northcross Drive, Huntersville, NC, 28078
Get directionsHistory
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
Shauntae is an insurance agent for World Wide Financial Solutions DBA A4 Insurance Solutions, dedicating about 30% of her time. She also works as a residential mortgage loan originator for Thrive Mortgage (about 20% of her time) and is an owner/CDFA for LKN Finance and Divorce Consultants LLC (minimal time).
Employment History
Current Registrations
A4 Wealth Advisors LLC
Previous Registrations
Gradient Investments, LLC
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.