Creg Shaffer is a registered investment advisor at Momentum Capital Management, based in Reno, NV, with 15 years of industry experience. Creg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable at the firm's discretion based on family relationships, close personal ties to an advisor, or ultra-high net worth accounts.
Fee Estimator
Location
10775 Double R Blvd., Suite 122, Reno, NV, 89521
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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
Creg is the sole officer of Foresee Analytics, Inc., a management consulting and computer systems implementation business. He is also the President/CEO of Sustainable Alternative Feed Enterprises, Inc. and spends about 10-20% of his time on business activities.
Employment History
Current Registrations
Momentum Capital Management
Previous Registrations
The Institute
The Institute
Concert Wealth Management
Resource Investment Architects, INC.
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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