Firm Information
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 | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable.
Fee Estimator
For the Advisor Managed Account Program, the annual fee is 2.00% on assets from $10,000 to $1,000,000 and 1.75% on assets over $1,000,000. Fees are charged quarterly. For the Third Party Money Manager Program, CSP's fees will not exceed 1.5% of the value of assets. Financial planning and consulting fees are charged hourly (up to $350.00 per hour) or on a fixed fee basis ($350.00 to $2,500.00), both subject to negotiation.
Areas of Practice
Advisor Information
Office location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
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 ActivitiesSells Insurance
Shane works as an investment advisor representative for TownsSquare Capital and The Norden Group, dedicating full-time hours and about a quarter of his time, respectively. He also owns Jensen Capital, LLC for fixed insurance proceeds and is an insurance agent for The Norden Group, selling various insurance products and spending a few hours per week on these activities.