Shane Klingenstein
Shane Klingenstein is a registered investment advisor at Edward Jones, based in Bonney Lake, WA, with 28 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
18209 Sr 410 E Ste 302, Bonney Lake, WA, 98391
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2009Customer Dispute
February 2003Customer Dispute
November 2002Customer Dispute
November 2000Other Business Activities
Shane owns and manages multiple rental properties, including single-family and commercial real estate, since 1995. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations38 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.