Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 1.00% |
A max fee for $25,000 applies for Account Values above $2,500,000. Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, as detailed in the fee table. For accounts above $2,500,001, a flat fee of $25,000 applies. Fees are negotiable and paid quarterly in arrears. The minimum account size for investment management is $300,000, but this may be waived. Financial planning fees are separate: Comprehensive Financial Plan is $3,600, Comprehensive Retirement Plan is $3,200, Ongoing Financial Planning is $175/month, and Limited Scope Financial Planning is $350/hour.
Areas of Practice
Advisor Information
Office location
San Diego, CA
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Shannon G GreyRegulatory 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
Shannon works as a financial planner for Origin Financial, providing financial planning services. This activity takes a few hours per week.
Employment History
Current Registrations
Investedge Planning
Origin Investment Advisory LLC
Previous Registrations
Pfg Advisors
Investedge Planning
Charles Schwab & Co., INC.
Optionsxpress, INC.Broker
Charles Schwab & Co., INC. Broker
State Registrations2 states
Exams
Additional Information
Having over twenty years of experience as a financial advisor, Shannon Grey began her financial career in 1999 with Charles Schwab and Co. She holds an M.S. in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and she also holds the Chartered Retirement Planning Counselor? designation.