Shane Christiansen is a registered investment advisor at Presidio Wealth Management, based in Midvale, UT, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 380 clients with $220M 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 $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable based on total household assets and service complexity. Legacy accounts may have different fee schedules. Accounts are also subject to a flat administration fee of $45 per year.
Fee Estimator
Location
6967 South River Gate Drive, Suite 102, Midvale, UT, 84047
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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 Activities
Shane is the president of Sun Financial, Inc., a holding company for Presidio Wealth Management, though he spends no time on this role. He is also a registered investment advisor representative with Resources Investment Advisors (about 10-20% of his time) and a wealth advisor/owner at Presidio Wealth Management (full-time).
Employment History
Current Registrations
Presidio Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
Onedigital Investment Advisors
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Aig Financial Advisors, INC.Broker
Keeler Thomas INC
Sunamerica Securities, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Strategic Advisers INC.
Fidelity Brokerage Services LLCBroker
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.
Exams
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