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How does the advisor help clients – Key Takeaways:
SHANNON INVESTMENT MANAGEMENT is a leading financial advisory firm that helps clients achieve their financial goals. With extensive experience and a deep understanding of the financial markets, they offer expert advice and personalized solutions to their clients. Their services are tailored to meet the unique needs and goals of each client, ensuring a comprehensive and holistic approach to wealth management.
Facts and Insights
Here are some key facts and insights about SHANNON INVESTMENT MANAGEMENT:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
SHANNON INVESTMENT MANAGEMENT offers a wide range of financial services to help clients grow and protect their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
SHANNON INVESTMENT MANAGEMENT works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Families
Fees & Compensation
SHANNON INVESTMENT MANAGEMENT believes in transparency when it comes to fees and compensation. They charge a fee based on a percentage of assets under management, with rates varying based on the size and complexity of the client’s portfolio. All fees are fully disclosed and discussed with clients before any services are rendered.
Background
SHANNON INVESTMENT MANAGEMENT was founded in 2005 by financial expert John Shannon. With over 25 years of experience in the financial industry, John wanted to create a firm that prioritized client relationships and provided unbiased, personalized financial advice. Today, SHANNON INVESTMENT MANAGEMENT has a team of experienced advisors who share John’s vision and continue to uphold the firm’s commitment to excellence.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHANNON INVESTMENT MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no reported disciplinary actions or conflicts of interest. This information can also be found on their website or through the SEC’s Investment Advisor Public Disclosure (IAPD) database.