Diana Shiner is a registered investment advisor at Lnw, based in Seattle, WA. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,163 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laird Norton Wetherby Wealth Management's annual fees typically range between 0.90% and 0.30% of the total assets they manage. The fees may be subject to an annual minimum or adjustment. The factors used to determine the fee include the historical nature of the client relationship, the number of accounts and entities, portfolio and financial complexity, unique client circumstances, the variety and scope of services provided, and the location of the advisory team. Fee arrangements, schedules, and account minimums are negotiable.
Location
801 Second Avenue, Suite 1600, Seattle, WA, 98104
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 Activities
Diana is a Managing Member/Attorney at Alpenglow Law, LLC, providing basic estate planning services to friends and family since 2021. She dedicates minimal time to this activity, working evenings and weekends only.
Employment History
Current Registrations
Lnw
Previous Registrations
Lnw
State Registrations1 state
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.