Advisor at Senior Advisory Group, LLC
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Firm
Senior Advisory Group, LLC
Location
Baton Rouge, LA 70818
Credentials
Series 65
Industry experience
18 years
Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.
Financial planning fees charged on a negotiable fixed fee basis up to $2,500.
All Assets+: Strategic Portfolios: 2.00% annually (split 1.00% to Gradient Investments LLC (GI) and 1.00% to Senior Advisory Group (SAG)) All Assets+: Tactical Portfolios: 1.80% annually (0.80% to GI and 1.00% to SAG) All Assets+: Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to GI and 1.00% to SAG) All Assets+: Preservation Portfolios: 1.00% annually (0.40% to GI and 0.60% to SAG) All Assets+: Private Wealth Portfolios: 1.50% annually (0.50% to GI and 1.00% to SAG) All Assets+: Client Directed Accounts: flat $300 annual fee paid to GI; $0 to SAG
Minimum fee: Financial planning fixed fee with a maximum of $2,500; negotiable based on complexity and client needs Fee-only: Negotiable fixed fee up to $2,500 for financial planning; referral fees shared with third party money managers included in AUM fees; no additional advisory fees charged by SAG for third party managed accounts.
13421 Hooper Road, Suite 6
Baton Rouge, LA 70818
Louisiana
Senior Advisory Group, LLC
2007 - Present (19 years)
S.E. Earle Management, Inc.
2000 - Present (26 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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