Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPWealth charges fees based on assets under management. For discretionary managed accounts, fees range from 1.25% on assets under $1 million to 1.00% on assets $1,000,000 and above, not to exceed 2.5%. There is also a $100 annual administration fee per account and a $5,000 minimum annual management fee. For qualified retirement solutions, fees range from $3,500 for assets up to $350,000 to 0.75% on assets over $4,000,001, with a $3,500 minimum annual fee. Fees and minimums are negotiable.
Areas of Practice
Advisor Information
Office location
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102
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 serves as the President of Bright Wellness DFW, LLC, a healthcare company, assisting with payroll, accounting, and business consultations. This activity does not take a substantial amount of Shane's time or income.