Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | Included |
A max fee for $25,000 applies for Account Values above $2,500,000.
Fee Estimator
Contact
Shannon G Grey
Location
San Diego, CA
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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
Shannon works as a financial planner for Origin Financial, providing financial planning services. This activity takes a few hours per week.
Employment History
Current Registrations
Investedge Planning
Origin Investment Advisory LLC
Previous Registrations
Pfg Advisors
Investedge Planning
Charles Schwab & CO., INC.
Optionsxpress, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 states
Exams
Additional Information
Having over twenty years of experience as a financial advisor, Shannon Grey began her financial career in 1999 with Charles Schwab and Co. She holds an M.S. in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and she also holds the Chartered Retirement Planning Counselor? designation.