Shane Morrow
Shane Morrow is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bee Cave, TX, with 20 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3821 Juniper Trace, Suite 208, Bee Cave, TX, 78738
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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 ActivitiesSells Insurance
Shane is a manager at Ironbridge Wealth Counsel, LLC, offering long-term care, traditional life insurance, and fixed annuities, and also an Owner/Principal/Managing Member of Ironbridge Wealth Counsel, LLC - Independent RIA, focused on financial planning fees. He also manages Prometheus Initiative, LLC and Ironbridge Capital Ventures, but these activities require minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Ironbridge Wealth Counsel, LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Sage Advisory Services LTD CO
Eagle Strategies LLC
Nylife Securities LLCBroker
Managed Account Services, LLCBroker
Jesup & Lamont Securities CORPBroker
Independent Portfolio Consultants, INC.
Advest, INC.Broker
State Registrations44 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.