Shane Yonston is a CFP-designated registered investment advisor at Impact Investors, based in San Francisco, CA, with 21 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 244 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
These fees apply to managed funds and stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000. Annual cash management fee = 0.15%
Fee Estimator
Location
870 Market St, Suite 482, San Francisco, CA, 94104
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 →Other Business ActivitiesSells Insurance
Shane is a licensed insurance agent selling life and long-term care insurance policies, dedicating a few hours per week to this activity. This activity involves selling and servicing existing policies for clients and is investment-related.
Employment History
Current Registrations
Impact Investors
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Protected Investors of America
Protected Investors of AmericaBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Blue Summit Wealth Management
Blue Summit Wealth Management
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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.