Shane Swearingen
Shane Swearingen is a registered investment advisor at Truvestments Capital LLC, based in Lewis Center, OH, with 7 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.
Fee Estimator
Location
Lewis Center, OH
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 a partner/owner of Shane & Shane Financial and sells non-variable insurance products, including health, dental, vision, and disability insurance. This activity takes nearly all of Shane's time.
Employment History
Current Registrations
Truvestments Capital LLC
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.
Exams
More Advisors
- Brian Becker, CFPChapters to Wealth
- Pierre Bigby, CFPBigby Financial Planning, LLC
- Ryan Weiser, CFP, ChFCWeiser Financial Planning LLC
- Matthew Hatchel, ChFCState Farm Investment Management CORP.
- Jason Flischel, ChFCState Farm Investment Management CORP.