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Shawn Wade Kravetz

ESPLANADE CAPITAL LLC·CHESTNUT HILL, Massachusetts
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1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467CRD# 6046879Firm CRD# 138096
01

About

Shawn Wade Kravetz is a registered financial advisor based in CHESTNUT HILL, Massachusetts, affiliated with ESPLANADE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ESPLANADE CAPITAL LLC
ESPLANADE CAPITAL LLC
AUM
$96M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at ESPLANADE CAPITAL LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED FEES ALLOCATED TO AFFILIATED GP ENTITY
Regulatory
SEC/IARD CRD# 6046879
Firm CRD# 138096
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn Wade Kravetz offer?
Shawn Wade Kravetz specializes in Retirement Planning, Wealth Management. Contact their office in CHESTNUT HILL, Massachusetts for a consultation.
What are Shawn Wade Kravetz's credentials?
Shawn Wade Kravetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Wade Kravetz located?
Shawn Wade Kravetz is based in CHESTNUT HILL, Massachusetts, working with ESPLANADE CAPITAL LLC. Their office serves clients in the CHESTNUT HILL metropolitan area and surrounding communities.
How does Shawn Wade Kravetz charge for services?
Shawn Wade Kravetz's firm is compensated through percentage of aum, performance-based fees, other: performance-based fees allocated to affiliated gp entity. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESPLANADE CAPITAL LLC?
ESPLANADE CAPITAL LLC is a registered investment adviser with the SEC, managing $96M in regulatory assets under management. See their Form ADV for full details.
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Other advisors in CHESTNUT HILL
James Christopher Robinson — ARCTARIS IMPACT INVESTORS, LLCAlan Kent Halfenger — ARCTARIS IMPACT INVESTORS, LLCJonathan Tower — ARCTARIS IMPACT INVESTORS, LLCBenjamin Jay Bornstein — ARCTARIS IMPACT INVESTORS, LLCMark Allen Garcia — ARCTARIS IMPACT INVESTORS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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