Shane Brosnan is a registered investment advisor at West Wealth Group, LLC, based in Irvine, CA, with 29 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,273 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
West Wealth Group charges a percentage of your portfolio each year. The fee ranges from 0.75% to 1.50% of the value of your portfolio. The fees may be negotiable based on certain circumstances. Assets managed by third-party money managers are included when calculating West Wealth Group's advisory fee.
Location
2 Park Plaza, Suite 800, Irvine, CA, 92614
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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 ActivitiesSells Insurance
Shane is a Member/President of Brosnan & Associates Financial & Insurance Services, LLC, focusing on fixed insurance and annuity sales & marketing since 1998. Shane also works as a Representative for insurance sales since 1999, dedicating a few hours per week to each role.
Employment History
Current Registrations
West Wealth Group, LLC
Previous Registrations
Cooper Mcmanus
Cooper Mcmanus
Securities America, INC.Broker
Capital Synergy Partners
Capital Synergy PartnersBroker
Financial West Group
Financial West GroupBroker
Independent Advisers Group CORP
Jefferson Pilot Securities CorporationBroker
Ascend Financial Services, INC.Broker
State Registrations3 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.