Shane Johnson
Shane Johnson is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Berwyn, PA, with 17 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
1041 Old Cassatt Road, Berwyn, PA, 19312
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Regulatory History (1)
Customer Dispute
July 2024Other Business Activities
Shane is a partner at Perspective Financial Group, LLC, focusing on case design, sales, marketing, and client service, dedicating full-time hours. He is also a Senior Partner at Alera Group, Inc. performing similar duties and also dedicating full-time hours.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Ing Financial Partners, INC.Broker
State Registrations26 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.