Shapiro Capital Management LLC

Fee-Only (% of Portfolio)

Shapiro Capital Management (SCM) offers investment management services, both discretionary and non-discretionary, to individuals, investment companies, foundations, endowments, pension and profit-sharing plans, trusts, corporations, estates, and financial intermediaries. SCM works with clients to determine their investment objectives and risk tolerance before recommending a suitable strategy. SCM also offers model portfolios to third-party financial intermediaries.

Assets Under Management$2.9B
Clients550
Advisors2
Avg. per Client$5.4M
Avg. per Advisor$1.5B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Shapiro Capital Management (SCM) charges a percentage of your portfolio's value each quarter for investment management. The specific percentage depends on the investment strategy used and the amount invested. Fees are negotiable and may vary based on the size of the account and the complexity of the services. Clients may also pay fees to other advisors or wrap fee program sponsors.

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Location

2 Advisors at this firm