Matthew Freiburger

Shuttleworth & Company charges an annual fee based on a percentage of the total value of your portfolio. The fee uses a tiered system, meaning different portions of your portfolio are taxed at different rates:

• First $1,000,000 — 1.00% per year
• $1,000,001 to $4,000,000 — 0.75% per year
• $4,000,001 to $10,000,000 — 0.65% per year
• Over $10,000,000 — Negotiable

There is a minimum annual fee of $1,000, which applies regardless of account size unless otherwise negotiated. Fees are calculated and billed quarterly in arrears. For certain accounts held away from the firm (like old retirement plans or college savings plans), Shuttleworth & Company charges either a flat annual fee between $500 and $1,000 or a 0.50% annual fee if managed through a third-party platform.