Shane Jensen is a ChFC-designated registered investment advisor at Capital Synergy Partners, based in Provo, UT, with 25 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M 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 $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable. CSP also offers a Third Party Money Manager Program where CSP's fee will not exceed 1.5% of the value of assets held in the account.
Fee Estimator
Location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
Get directionsHistory
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 works as an investment advisor representative for TownsSquare Capital and The Norden Group, dedicating full-time hours and about a quarter of his time, respectively. He also owns Jensen Capital, LLC for fixed insurance proceeds and is an insurance agent for The Norden Group, selling various insurance products and spending a few hours per week on these activities.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
The Norden Group LLC
Previous Registrations
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
Equity Services, INC.Broker
State Registrations4 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.