Shane Yonston
Advisor at Impact Investors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Shane Yonston is a CFP® professional with 21 years of experience in the financial industry. He has been with Impact Investors since 2014 and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is licensed to sell life and long-term care insurance policies and provides servicing for existing clients. Impact Investors serves individuals, families, and mission-driven organizations with wealth management, portfolio management, retirement-plan consulting, and private investment services. The firm integrates exclusionary industry screens, fundamental analysis, and ESG materiality assessments in its investment process and operates as a public benefit corporation with a focus on impact investing.
Client services
Based on Impact Investors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Impact Investors
ESG / Sustainable investing
Tax-loss harvesting
Private / alternative investments
Income planning
Fee options
Project-Based Financial Planning fixed fees range $1,000-$100,000, negotiable
$0 - $500,000: 1.15% for Aggregate Household AUM, 0.80% for Managed Stocks (Individual Bonds 1.15% tier not applicable here) $500,000 - $1,500,000: 1.10% for Aggregate Household AUM, 0.70% for Managed Stocks $1,500,000 - $3,500,000: 1.00% for Aggregate Household AUM, 0.60% for Managed Stocks $3,500,000 - $8,500,000: 0.90% for Aggregate Household AUM, 0.50% for Managed Stocks $8,500,000 - $20,500,000: 0.80% for Aggregate Household AUM, 0.40% for Managed Stocks $20,500,000 - $45,000,000: 0.70% for Aggregate Household AUM, 0.30% for Managed Stocks $45,000,000+: Negotiable
$300 per hour for early termination of fixed fee financial planning
Ongoing Financial Planning monthly fees: $99 - $999 per month
Minimum fee: $750 per quarter minimum asset management fee Fee-only: Ongoing Financial Planning fees: initial $599-$2,999 plus $99-$999 monthly; Project-Based planning fees: $1,000-$100,000 fixed fee, negotiable; Bespoke Private Investment quarterly fee: 1.5%, minimum $3,750 per quarter; Group Retirement Plan fees: up to 0.75% asset-based or $500-$10,000 fixed fee
Location
Aptos, CA
Most active in
Shane Y has reported serving >5 clients in these states in the last 12 months.
California · Colorado
Work history
Cambridge Investment Research Advisors
2016 - 2018 (2 years)
Cambridge Investment Research, Inc.
2016 - 2018 (2 years)
Impact Investors
2014 - Present (12 years)
Protected Investors of America
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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