Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
3 Peaks Financial Advisors, LLC charges an annual fee paid quarterly in advance, based on the investment program/strategy and the initial household assets under management. The fee is based on the total amount invested in the household group. New accounts are added to their appropriate group. Groups are reviewed annually to see if the new total will be enough to lower the fee for all of the accounts in that group. Minimum account sizes are $25,000 for Premier Asset Allocation Models and Custom Asset Allocation Models, and $100,000 for the Premier Investment Plan.
Areas of Practice
Advisor Information
Office location
2677 E 17th Street,, Suite 100, Ammon, ID, 83406
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shane is involved in several business activities, primarily related to investment advisory services through 3 Peaks Financial, LLC and related entities, taking up a significant amount of his time (over full-time). He also owns a musical group and Lucky Disc Golf, dedicating about a quarter of his time to the latter.