| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240
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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 →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.