Advisor at Prentice Wealth Management LLC
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Location
Westborough, MA
Credentials
Series 63, Series 65
Industry experience
6 years
Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.
Based on Prentice Wealth Management LLC
Based on Prentice Wealth Management LLC
Financial planning flat fees from $195 to $25,000 depending on scope and complexity
$0+: 0.30% to 1.60% (negotiable, depending on advisor, AUM, complexity, strategy) $5,000 - $5,000: 0.20% (Cash Management Portfolios, Portfolio Fee only, no standard asset management fee) $25,000 - $25,000: 0.35% - 0.75% (Allocation Model Portfolio Portfolio Fee) $50,000 - $200,000: 0.35% - 0.75% (Quantitative Model Portfolios Portfolio Fee, varies by aggression level) $50,000 - $200,000: 0.50% - 1.25% (SMA Portfolios Portfolio Fee, varies by aggression level) $150,000 - $300,000: 0.35% - 0.75% (Alpha ESG strategy Portfolio Fee, varies by aggression level) $300,000 - $600,000: 0.50% - 1.25% (Alpha Qualified and Alpha Tax strategies Portfolio Fee, varies by aggression level) $500,000+: Negotiable up to 2.20% (Custom Portfolios Portfolio Fee)
Commission-based sales of securities and insurance products by firm representatives through LPL Financial
Divorce consulting services charged at $300 per hour, fee may be waived or reduced at advisor discretion
KbC Subscription Services fixed subscription fee not to exceed $2,500 per month, negotiable
Fee-only: Financial planning fees ranging from $195 to $25,000 (flat fee)
Westborough, MA
Massachusetts · Texas
Prentice Wealth Management
2013 - Present (13 years)
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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.
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