Shikiar Asset Management is an independent registered investment advisor based in New York City. The firm manages investment portfolios primarily consisting of individual stocks and bonds for high net worth individuals, families, corporations, investment companies, trusts, foundations, and tax-exempt portfolios. Shikiar also provides supervisory financial planning at the request of two clients.
Assets Under Management$530M
Clients141
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees on balances above or below the amounts set forth above are determined on a case-by-case basis. Under certain circumstances, the management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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