Sarah Shaw
Sarah Shaw is a CFP-designated registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 3 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 314 clients with $970M 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 0.81% |
| $2.0M - $3.0M | 0.56% |
| $3.0M - $4.0M | 0.39% |
| $4.0M - $5.0M | 0.26% |
| $5.0M - $10.0M | 0.17% |
| $10.0M - $15.0M | 0.11% |
| $15M+ | 0.07% |
Fees are negotiable. Clients using Charles Schwab as custodian are subject to an additional platform fee ranging from 0.00% to 0.20%.
Fee Estimator
Location
24 W Market Street, West Chester, PA, 19382
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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
Sarah is a financial planning associate at Veery Capital, an RIA, dedicating about 10-20% of her time. She also works as an insurance broker for S.E. Shaw Financial Services, selling health insurance, and as an agent for fixed insurance/annuity products, taking about half of her time for each. Finally, she works as an advisor for MyWellCents, providing 401k participant education a few hours per week.
Employment History
Current Registrations
Veery Capital, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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