Shane Segner is a registered investment advisor at Wellencourt Wealth Management LLC, based in Wayzata, MN, with 3 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $1.2M 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 | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
Wayzata, MN
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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.
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Shane works as an Investment Advisor Representative at Wellencourt Wealth Management, providing investment and financial planning services. He also works full-time as an engineer at Lockheed Martin.
Employment History
Current Registrations
Wellencourt Wealth Management LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations1 state
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