Assets Under Management
$122.4M
Number of Clients
81
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$61.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sheeley & Partners Wealth Management offers discretionary investment advisory services and financial planning/consulting. They allocate assets based on client objectives, monitor performance, and rebalance accounts. They may recommend short sales, margin, leveraged funds, and options. Stand-alone financial planning is also available.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Investment advisory fee is negotiable.
100 Westminster St., Suite 1202, Providence, RI, 02903