Shane Squibb is a CFP-designated registered investment advisor at Modern Financial, based in Monument, CO, with 28 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 153 clients with $35M 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 $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Maximum flat fixed rate of 1.45% may be applied. Altruist Model Marketplace fees are separate and range between 0% to 1.00%. Third-party money managers' fee will not exceed 0.85%. For accounts up to $1,000,000 held with third-party money managers, an annual 0.15% platform fee will be charged.
Fee Estimator
Location
16055 Old Forest Pt, Suite 130-A, Monument, CO, 80132
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 ActivitiesSells Insurance
Shane is a managing member and insurance agent at Modern Financial, LLC/Shane A. Squibb, CFP, LLC. He spends about a quarter of his time on the sale of insurance products.
Employment History
Current Registrations
Modern Financial
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Financial Action, INC.
New England SecuritiesBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 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.