| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
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Learn about disclosures →Shane works as an investment advisor representative for TownsSquare Capital and The Norden Group, dedicating full-time hours and about a quarter of his time, respectively. He also owns Jensen Capital, LLC for fixed insurance proceeds and is an insurance agent for The Norden Group, selling various insurance products and spending a few hours per week on these activities.