Shane Hill is a registered investment advisor at 3 Peaks Financial, based in Ammon, ID, with 31 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 281 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.60% |
| $25K - $50K | 1.40% |
| $50K - $100K | 1.30% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Rates shown are for Optimal Market Portfolios and Premier Asset Allocation Models. Fees are negotiable for accounts of $10,000,000 and above. Other program fee schedules apply for Custom Asset Allocation Models, Premier Investment Plan, Ultra Short Bond, and Non-Model Funds.
Fee Estimator
Location
2677 E 17th Street,, Suite 100, Ammon, ID, 83406
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
3 Peaks Financial
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations5 states
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
More Advisors
- Naumdar Akhavan, CFAValkyrie Private Wealth Management
- Robert Romander, ChFCState Farm Investment Management CORP.