Shane Lee is a registered investment advisor at Skrobonja Wealth Management, LLC, based in Arnold, MO, with 1 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 284 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skrobonja Wealth Management's maximum annual fee for investment management will not exceed 2.00%. Fees are calculated monthly based on the average daily value of your account. For American Funds F-2 Direct Platform Investment Management, the annual fee ranges between 0.50% and 1.50%, billed quarterly by American Funds Service Company.
Location
16A Municipal Drive, Arnold, MO, 63010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Skrobonja Wealth Management, LLC
Madison Avenue Securities, LLCBroker
State Registrations1 state
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