SHJ Wealth Advisors is an advisory firm based in Denver, Colorado. The firm offers personal financial planning and investment management services to individuals, businesses, trustees, and pension plans. SHJ Wealth Advisors creates personalized financial plans covering cash flow, debt reduction, retirement income planning, tax strategies, estate planning, and insurance analysis. For investment management, the firm designs and monitors diversified portfolios using mutual funds, individual stocks and bonds, exchange-traded funds, and other assets, taking into account each client's risk tolerance and personal goals. The firm is legally required to act in your best interest at all times.
Assets Under Management$1.1B
Clients886
Advisors9
Avg. per Client$1.3M
Avg. per Advisor$130M
www.shjwealthadvisors.com ·findanadvisor.napfa.org/home.aspx/search ·www.plannersearch.org/financial-planner/search/...
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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