Investment advisory fees are based on the average daily market value of assets under management, with a maximum fee of 1.25% annually. The minimum fee is $1,000 for all accounts. Financial planning and consulting services are offered on a fixed fee basis, ranging from $1,500 to $5,000, or an hourly rate of $250, which may be negotiable. Fees are exclusive of brokerage commissions and other related costs.
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602
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Learn about disclosures →Shannon is an independent insurance agent involved in investment-related insurance sales, specifically life and health insurance.