Shea Brown is a registered investment advisor at Vantage Point Financial, LLC, based in Lisle, IL, with 1 years of industry experience. Shea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 566 clients with $480M 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 | 1.50% |
Annual fees range from 0.50% to 1.50% based on complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
2443 Warrenville Road, Suite 630, Lisle, IL, 60532
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 →Employment History
Current Registrations
Vantage Point Financial, LLC
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.
Exams
More Advisors
- Lucas MrozVantage Point Financial, LLC
- Nicholas Reiland, CFP, ChFCVantage Point Financial, LLC
- Cheryl Krueger, CFPVantage Point Financial, LLC
- Timothy Kuntz, CFPVantage Point Financial, LLC
- Patrick May, CFPVantage Point Financial, LLC
- Xiaoxi Chen, CFAAdvyzon Investment Management, LLC