Shoker Investment Counsel provides investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. Shoker Investments is a fee-only firm and does not sell financial products or securities for commissions. Financial planning is included as part of the investment management process. Clients engage other professionals like lawyers and accountants directly.
Assets Under Management$420M
Clients180
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
All fees are negotiable at the discretion of the advisor. Fixed income (bonds only) fees are: .85% of the first $1,000,000, .65% of the next $1,000,000, .50% for the next $3,000,000, .375% for all amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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