Devin Shearman is a registered investment advisor at Crescent City Retirement Group, based in Metairie, LA. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 915 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Annual fee may be negotiable, but will never exceed 2.00%. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3500 North Causeway Blvd, Suite 1442, Metairie, LA, 70002
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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 →Employment History
Current Registrations
Crescent City Retirement Group
State Registrations2 states
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