Shane Skelly
Shane Skelly is a registered investment advisor at North Compass Financial Advisors, LLC, based in Grand Rapids, MN, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 193 clients with $93M 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 $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and may vary between 0.75% and 1.25% based on various factors. Ameritas variable annuity accounts are generally subject to an annual fee of 0.75%.
Fee Estimator
Location
21 NE 5th Street, Suite 301, Grand Rapids, MN, 55744
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 Activities
Shane performs various tasks at First National Bank of Coleraine, including selling CDs and CD IRAs. He also trains a dog to recover big game animals shot with archery equipment.
Employment History
Current Registrations
North Compass Financial Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Lasalle St Securities, L.L.C.Broker
State Registrations1 state
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