Shane Earle
Shane Earle is a registered investment advisor at Senior Advisory Group, LLC, based in Baton Rouge, LA, with 18 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, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Senior Advisory Group does not directly manage client assets. Instead, they recommend third-party money managers, such as Gradient Investments, LLC. If you use Gradient Investments, you'll pay a percentage of your portfolio annually. For example, a Strategic Portfolio has a 2.00% annual fee, which is split between Gradient Investments (1.00%) and Senior Advisory Group (1.00%). Other portfolio types have different fee structures. These fees are negotiable and assessed quarterly. Senior Advisory Group receives a portion of the advisory fee paid to the third-party money manager.
Location
13421 Hooper Road, Suite 6, Baton Rouge, LA, 70818
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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 the president of S.E. Earle Management, Inc., providing insurance services since 2000. This activity takes nearly full-time.
Employment History
Current Registrations
Senior Advisory Group, LLC
Previous Registrations
Global Financial Private Capital, LLC
Senior Advisory Group, LLC
State Registrations1 state
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.