Shae Saxton
Shae Saxton is a registered investment advisor at Lakeridge Wealth Management LLC, based in Mentor, OH, with 3 years of industry experience. Shae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,068 clients with $700M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for assets over $5,000,000.
Fee Estimator
Location
7470 Center St, Mentor, OH, 44060
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
Shae is an investment advisor representative with Lakeridge Wealth Management LLC and a registered representative with Private Client Services since May 2023, dedicating most of their time to the former. Shae also sells life, disability, and long-term care insurance, spending minimal time on insurance sales.
Employment History
Current Registrations
Lakeridge Wealth Management LLC
Private Client Services, LLCBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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.