SH
SH
Shane Haag
21 Years of Experience
Baton Rouge, LA
2 DisclosuresMay Earn Commission
Shane Haag is a registered investment advisor at Advisor.investments, based in Baton Rouge, LA, with 21 years of industry experience. Their practice areas include Investment Management, Tax Planning. Their firm serves 168 clients with $200M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$199.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $8.0M | 0.35% |
| $8M+ | 0.35% |
Fees are negotiable for amounts over $8 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2011Settled
Customer Dispute
November 2006Withdrawn
Other Business Activities
Shane is a managing member of Haag Family Properties, LLC, a rental property business, since 2011. He dedicates minimal time to this activity.
Employment History
Current Registrations
Advisor.investments
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Diversified Investment Strategies, LLC
November 2006 - November 2006 · 0 mos
Qa3 Financial LLC
September 2006 - February 2008 · 1 yr 5 mos
Securities America Advisors, INC.
April 2004 - October 2006 · 2 yrs 6 mos
State Registrations6 states
ALFLLAMSNETX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.