Shannon Irwin
Advisor at Synergy FG
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Shannon Irwin is a financial advisor at Synergy FG with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services from 2017 to 2020. Outside of her advisory role, she serves in fiduciary capacities such as trustee and personal representative. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental and technical analysis alongside proprietary asset-allocation models and offers portfolios that include ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.
Client services
Based on Synergy FG
Financial planning
Portfolio management
Selection of other advisers
Fee options
Financial planning fees range from $5,000 to $60,000 depending on scope and complexity; fees are negotiable and require prepayment.
$0 - $2,500,000: 1.50% $2,500,001 - $10,000,000: 1.25% $10,000,001+: 1.15%
Commissions are earned by the managing principal for insurance product sales; conflict of interest disclosed.
Account minimum: $10,000,000 for portfolio management services; $1,000,000 for Launch program (investment solutions without financial planning)
Location
Hooper, UT
Most active in
Shannon I has reported serving >5 clients in these states in the last 12 months.
California
Work history
Synergy FG
2021 - Present (5 years)
Unemployed
2020 - 2020 (1 year)
Ameriprise Financial Services, inc.
2017 - 2020 (3 years)
Unemployed
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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