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Shane Hill

3 Peaks Financial
31 Years of Experience
Broker
View SEC Summary
View SEC Summary

Shane Hill is a registered investment advisor at 3 Peaks Financial, based in Ammon, ID, with 31 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 281 clients with $54M in assets under management.

3 Peaks Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
281 clients
Average Client Portfolio
$191K average
Assets Under Management
$53.6M

Fee Structure

Minimum Investment:$25K

3 Peaks Financial Advisors offers several investment programs with different fee schedules based on the program and the amount of your portfolio. The annual fee is paid quarterly in advance. Here's a summary of the programs and their fees:

  • Optimal Market Portfolios (OMP) & Premier Asset Allocation Model (PAAM)

    • $0 - $25,000: 1.60%
    • $25,000 - $50,000: 1.40%
    • $50,000 - $100,000: 1.30%
    • $100,000 - $150,000: 1.20%
    • $150,000 - $250,000: 1.15%
    • $250,000 - $500,000: 1.10%
    • $500,000 - $750,000: 1.05%
    • $750,000 - $1,000,000: 1.00%
    • $1,000,000 - $1,500,000: 0.90%
    • $1,500,000 - $2,000,000: 0.80%
    • $2,000,000 - $5,000,000: 0.70%
    • $5,000,000 - $10,000,000: 0.60%
    • $10,000,000 and up: Negotiable

  • Custom Asset Allocation Model (CAAM)

    • $0 - $25,000: 1.65%
    • $25,000 - $50,000: 1.45%
    • $50,000 - $100,000: 1.35%
    • $100,000 - $150,000: 1.25%
    • $150,000 - $250,000: 1.20%
    • $250,000 - $500,000: 1.15%
    • $500,000 - $750,000: 1.10%
    • $750,000 - $1,000,000: 1.05%
    • $1,000,000 - $1,500,000: 0.95%
    • $1,500,000 - $2,000,000: 0.85%
    • $2,000,000 - $5,000,000: 0.75%
    • $5,000,000 - $10,000,000: 0.65%
    • $10,000,000 and up: Negotiable

  • Premier Investment Plan (PIP)

    • $0 - $25,000: 2.05%
    • $25,000 - $50,000: 1.90%
    • $50,000 - $100,000: 1.75%
    • $100,000 - $150,000: 1.60%
    • $150,000 - $250,000: 1.45%
    • $250,000 - $500,000: 1.35%
    • $500,000 - $750,000: 1.25%
    • $750,000 - $1,000,000: 1.15%
    • $1,000,000 - $1,500,000: 1.05%
    • $1,500,000 - $2,000,000: 1.00%
    • $2,000,000 - $5,000,000: 0.95%
    • $5,000,000 - $10,000,000: 0.90%
    • $10,000,000 and up: Negotiable

  • Ultra Short Bond (USB)

    • $0 - $25,000: 0.50%
    • $25,000 - $50,000: 0.25%
    • $50,000 - $100,000: 0.23%
    • $100,000 - $150,000: 0.21%
    • $150,000 - $250,000: 0.19%
    • $250,000 - $500,000: 0.17%
    • $500,000 - $750,000: 0.15%
    • $750,000 - $1,000,000: 0.13%
    • $1,000,000 - $1,500,000: 0.11%
    • $1,500,000 - $2,000,000: 0.09%
    • $2,000,000 - $5,000,000: 0.07%
    • $5,000,000 - $10,000,000: 0.05%
    • $10,000,000 and up: Negotiable

  • Non-Model Funds (NMF)

    • $0 - $25,000: 0.75%
    • $25,000 - $50,000: 0.70%
    • $50,000 - $100,000: 0.65%
    • $100,000 - $150,000: 0.60%
    • $150,000 - $250,000: 0.55%
    • $250,000 - $500,000: 0.50%
    • $500,000 - $750,000: 0.45%
    • $750,000 - $1,000,000: 0.40%
    • $1,000,000 - $1,500,000: 0.35%
    • $1,500,000 - $2,000,000: 0.30%
    • $2,000,000 - $5,000,000: 0.25%
    • $5,000,000 - $10,000,000: 0.20%
    • $10,000,000 and up: Negotiable
View Full SEC Brochure

Location

2677 E 17th Street,, Suite 100, Ammon, ID, 83406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shane is involved in several business activities, primarily related to investment advisory services through 3 Peaks Financial, LLC and related entities, taking up a significant amount of his time (over full-time). He also owns a musical group and Lucky Disc Golf, dedicating about a quarter of his time to the latter.

Employment History
Current Registrations
3 Peaks Financial
June 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
August 2015 - Present · 10 yrs 8 mos
Previous Registrations
Independent Financial Partners
August 2015 - July 2018 · 2 yrs 11 mos
Wells Fargo Advisors, LLC
January 2011 - August 2015 · 4 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2011 - August 2015 · 4 yrs 7 mos
Wells Fargo Investments, LLC
May 2004 - January 2011 · 6 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2004 - January 2011 · 6 yrs 8 mos
Brookstreet Capital Management
January 2000 - April 2004 · 4 yrs 3 mos
Brookstreet Securities CorporationBroker
January 1999 - April 2004 · 5 yrs 3 mos
Dean Witter Reynolds INC.Broker
January 1995 - March 1999 · 4 yrs 2 mos
State Registrations5 states
AZIDMTUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.