Shane Conti is a registered investment advisor at Broker One, based in Leetonia, OH, with 11 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84 clients with $30M 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 $2.0M | 1.39% |
| $2M+ | 1.39% |
All fees are negotiable. Current and longer term clients may have a lower annual percentage.
Fee Estimator
Location
Leetonia, 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 Activities
Shane is involved in general farm maintenance for Highpoint Farm, LLC during the summer months. This activity takes about half of Shane's time during those months.
Employment History
Current Registrations
Broker One
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.