Shane Carrier is a CFP-designated registered investment advisor at Uhler Vertich White Advisors, based in Fort Myers, FL, with 5 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 303 clients with $470M 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 | 1.00% |
Fee is for the IMPAC and Ambassador programs. All fees are subject to negotiation. UVWA typically requires compensation of at least $10,000 per year.
Fee Estimator
Location
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL, 33919-1068
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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
Shane is the Treasurer and a Director for Hope Clubhouse of SW Florida, Inc., a non-profit organization, dedicating a few hours per week. Shane also works as a financial planner for Uhler Vertich White Advisors, both as an advisor and an employee, taking about half of his time.
Employment History
Current Registrations
Uhler Vertich White Advisors
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations35 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.