TrueAdvisor
TrueAdvisor
SG
SG

Shannon Lee Grant

Roehl & Yi Investment Advisors, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Roehl & Yi Investment Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
478 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$857.8M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

450 Country Club Road, Suite 200, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Roehl & Yi Investment Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Roehl & Yi Investment Advisors, LLC
January 2025 - January 2025 · 0 mos
Roehl & Yi Investment Advisors, LLC
June 2021 - December 2024 · 3 yrs 6 mos
Advised Assets Group, LLC
November 2006 - May 2017 · 10 yrs 6 mos
Wells Fargo Investments, LLC
December 2002 - May 2003 · 5 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.