SM
SM

Shayne Christopher Momber

11 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
139 clients
Average Client Portfolio
$563K average
Assets Under Management
$78.3M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1000K1.25%
$1.0M - $3.0M1.00%
$3M+1.00%

Fees are negotiable for assets over $3,000,000. Using the previous tier's fee percentage.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

19210 Six Penny Lane, Ste. 100, Monument, CO, 80132

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Arkenstone Financial, LLC
January 2014 - Present · 12 yrs 1 mo
State Registrations2 states
CACO
Advisor
Exams
No exam information available for this advisor.