Shawn Patrick McLaughlin
Investment Adviser Representative at SGROI WEALTH ADVISORY GROUP LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| < $250,000 | 1.25% |
| $250,000 - $1,000,000 | 1.00% |
| $1,000,001 - $2,500,000 | 0.85% |
| $2,500,001 - $5,000,000 | 0.60% |
| > $5,000,000 | 0.50% |
| Fixed Income Only | 0.50% |
Sgroi Wealth Advisory Group LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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