Shane Morrow
Shane Morrow is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bee Cave, TX, with 21 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
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 Registrations45 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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