Advisor at McLaughlin Ryder Investments, Inc.
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Location
Alexandria, VA 22314
Credentials
Series 63, Series 65
Industry experience
42 years
Shawn McLaughlin is a financial advisor at McLaughlin Ryder Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with McLaughlin Ryder Investments since 2011. Outside of his advisory role, he serves as a director and committee chairman at Burke & Herbert Bank & Trust Co. and is owner of several business ventures, including The McLaughlin Companies, LLC and Union Street Partners, LLC. He is also the owner and CEO of Management Solutions Plus, Inc., an association management firm. McLaughlin Ryder Investments, Inc. provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a mix of active and passive investment strategies and manages assets primarily on a non-discretionary basis, offering portfolio management, written financial plans, and ERISA plan advisory services.
Based on McLaughlin Ryder Investments, Inc.
Fixed fees typically range from $500 to $2,500 for financial planning projects; fixed fee projects based on expected duration and hourly rate
$0 - $499,999: $2,500 fixed annual fee $500,000 - $5,000,000: 0.45% annually $5,000,001 - $7,500,000: 0.38% annually $7,500,001 - $10,000,000: 0.35% annually $10,000,001+: Negotiable
Commission-based compensation for brokerage transactions completed in brokerage accounts; no commissions charged for advisory wrap fee program accounts
Up to $750 per hour for financial planning and consulting services based on complexity and experience
Minimum fee: For ERISA Plans: $2,500 annual fixed fee for plans with $0 - $499,999 assets Fee-only: Financial planning fees typically range from $500 to $2,500 fixed fee; hourly rates up to $750/hour; fees may be invoiced hourly, monthly, quarterly, annually, or flat fee basis; fees may be negotiable
1421 Prince Street, Suite 200
Alexandria, VA 22314
Montana · Virginia
McLaughlin Ryder Investments, Inc.
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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