Advisor at Camelot Wealth Management, LLC
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Firm
Camelot Wealth Management, LLC
Location
Oldsmar, FL
Credentials
Series 65
Industry experience
11 years
Shawn Mahoney is a financial advisor at Camelot Wealth Management, LLC in Miami, FL, holding a Series 65 designation with 11 years of industry experience. He has been with Camelot Wealth Management since 2016 and also works as an accountant for Miami-Dade Aviation. Camelot Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, including high-net-worth individuals, as well as charitable organizations. The firm employs a variety of investment strategies, including fundamental and cyclical analysis, and uses mutual funds and exchange-traded funds tailored to clients’ objectives and risk tolerances.
Flat fee of $750 for financial planning services, negotiable
$0 - $99,999: 1.50% $100,000 - $999,999: 1.25% $1,000,000 - $9,999,999: 1.00% $10,000,000 - $19,999,999: 0.90% $20,000,000 - $24,999,999: 0.80% $25,000,000+: 0.75%
Insurance commissions earned by licensed insurance agents affiliated with the firm
Hourly consulting fee of $150 for financial planning services, negotiable
Account minimum: $10,000 Minimum fee: $150 minimum annual fee, may be waived at discretion Fee-only: Flat fee of $750 for financial planning services (negotiable); hourly consulting fee of $150 (negotiable)
Oldsmar, FL
Florida
Camelot Wealth Management, LLC
2017 - Present (9 years)
Miami-Dade Aviation
2016 - Present (10 years)
Camelot Wealth Management
2016 - 2017 (1 year)
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Is not 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.
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.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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