Diana Shiner is a registered investment advisor at Lnw, based in Seattle, WA, with 1 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,149 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Annual fees typically range between 0.90% and 0.30% of total assets managed, depending on factors such as portfolio complexity and relationship size. Fees are negotiable.
Fee Estimator
Location
801 Second Avenue, Suite 1600, Seattle, WA, 98104
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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.
Learn about disclosures →Other Business Activities
Diana is a Managing Member/Attorney at Alpenglow Law, LLC, providing basic estate planning services to friends and family since 2021. She dedicates minimal time to this activity, working evenings and weekends only.
Employment History
Current Registrations
Lnw
Previous Registrations
Lnw
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.
Exams
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