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Shaw Financial Solutions LLC

Headquartered in CORAL GABLES, FL

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Firm Information

Shaw Financial Solutions LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management for individuals and businesses. As of the last reporting period, the firm managed $91,942,482 in assets under management.

Shaw Financial Solutions LLC

$91.94M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SHAW FINANCIAL SOLUTIONS LLC has a total of 1 branch locations across the country.
location

CORAL GABLES, FL

Advisors at Shaw Financial Solutions LLC

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Unclaimed
Lawrence Julian Shaw

RA

Fort Mill, SC

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Disclosures

There are no public disclosures for Shaw Financial Solutions LLC.

Frequently Asked Questions (5)

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