Advisor at Briggs Financial Inc.
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Firm
Briggs Financial Inc.
Location
Round Lake Beach, IL
Credentials
Series 65
Industry experience
5 years
Shawn Block is a financial advisor at Briggs Financial Inc. with five years of industry experience and holds a Series 65 designation. He has worked as a performer and emcee for Medieval Times since 2007, where his responsibilities include acting, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation, managing approximately $52 million in assets. The firm’s investment approach is based on fundamental analysis with a long-term orientation and does not charge performance-based fees or accept commissions tied to capital gains.
Based on Briggs Financial Inc.
Based on Briggs Financial Inc.
Tax preparation fixed fees ranging from $30 for additional state returns up to $2,000 for Form 706 Estates; specific fees listed per tax form
$0 - $24,999: 1.50% $25,000 - $99,999: 1.45% $100,000 - $249,999: 1.35% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.0% $2,000,000 - $3,499,999: 0.9% $3,500,000 - $4,999,999: 0.8% $5,000,000+: 0.7%
$400/hour for Financial Planning (Washington State clients); $250/hour for tax preparation complexity work; $250/hour for amended returns and additional tax research
Fee-only: Financial Planning (non-WA clients): $250/month (Basic), $500/month (Intermediate), $1,000/month (Advanced); Financial Planning (WA clients): $400/hour; Tax Preparation fees vary by form, e.g., $250-$2,000 fixed fees plus hourly rates for complexity or additional work
Round Lake Beach, IL
Illinois · Washington
Medieval Times
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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