R.M. Shannon Wealth Management is a fee-only firm offering investment management and financial planning. For investment management, they determine your goals, risk tolerance, and time horizon to create a suitable investment strategy. They may also use sub-advisors. Financial planning services include ongoing planning for a fixed fee and project-based planning. They focus on providing tailored services to each client.
Assets Under Management$25M
Clients26
Advisors1
Avg. per Client$960K
Avg. per Advisor$25M
www.rmshannonwealth.com ·www.linkedin.com/company/r-m-shannon-wealth-man... ·www.feeonlynetwork.com/financial-advisor/ryan-s...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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