Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
CWALLC charges an annual fee based on assets under management: 1.00% on the first $2,000,000 and 0.80% on amounts above that. These fees are negotiable. Financial planning fees are either fixed (between $100 and $10,000) or hourly (between $150 and $250). Clients are responsible for third-party fees like custodian and brokerage fees.
Areas of Practice
Advisor Information
Office location
218 South Three Notch St, Andalusia, AL, 36420
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Shon works as an accountant with White, McClung, and Barber, LLC, and is also an independent licensed insurance agent. Additionally, Shon is a partner in a small business that manages rental properties.