Shane Hanson is a registered investment advisor at Freedom Fiduciaries LLC, based in Boise, ID, with 12 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 107 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Fiduciaries manages investments through the Betterment platform. The total fee, including Betterment's platform fee of 0.18%, will not exceed 1.43% annually. The annual fee is a blended rate based on the total value of your investments. Fees are negotiable and are deducted monthly from your account.
Location
250 S 5th St, Ste 680, Boise, ID, 83702
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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 the CEO and Chairman of Freedom Youth Foundation, dedicating minimal time to this non-profit. He is also an independent insurance agent and referral real estate agent, and owns rental property, each taking minimal time, and is CEO of a software company, Viserly LLC, taking a few hours per week.
Employment History
Current Registrations
Freedom Fiduciaries LLC
Previous Registrations
Empower Financial Services, INC.Broker
Voya Financial Partners, LLCBroker
Prudential Investment Management Services LLCBroker
CUNA Brokerage Services, INC.Broker
Oneamerica Securities, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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.