Shelly Lairar
Shelly Lairar is a registered investment advisor at John Hancock Personal Financial Services, LLC, based in Ottawa, ON, with 2 years of industry experience. Shelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32,545 clients with $2B 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 $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.
Fee Estimator
Location
220 Laurier Ave West, Ste 1100, Ottawa, ON, K1P 5Z9
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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
Shelly owns a residential apartment building since May 2018 and has a property manager. This activity requires no work during trading hours and is not investment-related.
Employment History
Current Registrations
John Hancock Personal Financial Services, LLC
Previous Registrations
Ventum Advisors CORP.
State Registrations1 state
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.