Shannah L. Compton, Cfp®, MBA

N/A

Shannah L. Compton, operating as a registered investment advisor, provides clients with access to third-party investment managers. Shannah Compton will refer clients to these managers to develop and manage their portfolios. The third-party managers have the authority to make trades without asking first. Shannah Compton does not provide legal or accounting services but may work with your other professional advisors.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Shannah L. Compton provides access to third-party investment managers. These managers charge an annual fee, which Shannah Compton shares as a solicitor. The total fee typically ranges from 1.00% to 1.75% of your account value, depending on the specific program, the size of your account, and the services provided. Shannah Compton may receive up to 1.00% of this total fee.

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Location

1 Advisors at this firm

Shannah L. Compton, Cfp®, MBA | TrueAdvisor