Candace Shira
Candace Shira is a CFP-designated registered investment advisor at Candace Shira Associates, LLC, based in Pittsford, NY, with 27 years of industry experience. Candace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 444 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K+ | 0.60% |
Fees may be reduced or increased based on a specific situation of a client. The firm also offers fixed income/transitional/distribution accounts with fees ranging from 0.30% to 0.60%, and American Fund only accounts at 0.50%.
Fee Estimator
Location
115 Sully'S Trail, Suite 8, Pittsford, NY, 14534
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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 ActivitiesSells Insurance
Candace is involved in insurance sales, though the specific products and time commitment are not specified.
Employment History
Current Registrations
Candace Shira Associates, LLC
Previous Registrations
Wall Street Financial Group, INC
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Brighton Securities CORP.Broker
Lifemark Securities CORP.Broker
Professional Planning Capital CorporationBroker
Lifemark Securities CORP.Broker
Allmerica Investments, INC.Broker
State Registrations5 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.