Shane Dayton
Shane Dayton is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in South Jordan, UT, with 20 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
South Jordan, UT
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2017Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Morgan Stanley
Morgan StanleyBroker
Royal Alliance Associates, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Fidelity Brokerage Services LLCBroker
Mony Securities CorporationBroker
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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