Shane Dir
Shane Dir is a registered investment advisor at Hidden Cove Wealth Management, based in Bainbridge Island, WA, with 19 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 322 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hidden Cove Wealth Management charges an annual fee based on the value of your portfolio. The percentage decreases as your portfolio grows. There are different rates for different types of accounts:
- Maintenance & Holding Accounts: 0.18% - 0.20%
- Short Term Liquidity Accounts: 0.18% - 0.20%
- Asset Management Accounts: 0.50% - 1.15%
- Equity/Direct Indexed SMA Accounts: 0.50% - 1.15%
- Fixed Income SMA Accounts: 0.35% - 0.48%
Fees are deducted from your account monthly in advance. There is a $2,500 minimum annual fee for private wealth management services.
Location
249 Winslow Way East, Suite 100, Bainbridge Island, WA, 98110
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 is the CEO, owner, and insurance agent at One Strategic Capital, Inc., an insurance agency, spending about 10-20% of his time there. He also serves as co-trustee for his father's living trust and secretary/treasurer for Green Pastures AG, LLC, managing his parents' personal assets, dedicating minimal time to each.
Employment History
Current Registrations
Hidden Cove Wealth Management
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
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.