Assets Under Management
$917.0M
Number of Clients
894
Number of Advisors
8
Average Client AUM
$1.0M
AUM per Advisor
$114.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
SHJ Wealth Advisors offers objective personal financial planning, investment selection, asset allocation, portfolio design, and ongoing advisory services. They use a combination of mutual funds, stocks, bonds, and ETFs. The firm is fee-only and acts as a fiduciary.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
720 South Colorado Blvd, Suite 600 South Tower, Denver, CO, 80246-1904