Sharkey Howes & Javer INC
Assets Under Management
$1.1B
Number of Clients
886
Number of Advisors
8
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$140.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
SHJ Wealth Advisors is a financial advisory firm offering objective personal financial planning and investment management services. SHJ provides investment selection, asset allocation, portfolio design, and ongoing advisory services. SHJ uses a combination of no-load mutual funds, individual stocks, bonds, and ETFs to manage client assets. SHJ also offers the option to integrate Environmental, Social and Governance (ESG) considerations into portfolios.
Fee Structure
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 may be lower than 0.5% for accounts over $5,000,000. Fees are negotiable.
Fee Estimator
Areas of Practice
Location
720 South Colorado Blvd, Suite 600 South Tower, Denver, CO, 80246-1904