Shane Robbins is a registered investment advisor at Peak Investment Coaching, LLC, based in Logan, UT, with 2 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 380 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Peak Investment Coaching acts as a secondary advisor with Matson Money, Inc. to manage client accounts. Peak Investment receives management fees collected by Matson Money. The annual fee ranges from 0.25% to 1% of the assets. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Location
88 West Center Street, Logan, UT, 84321
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 →Employment History
Current Registrations
Peak Investment Coaching, LLC
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.