Sheeley & Partners Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and retirement plans. The firm builds customized portfolios using exchange-listed securities, mutual funds, exchange-traded funds, corporate debt, and certificates of deposit, and may also utilize strategies such as short sales, margin, options, and private funds when appropriate. Sheeley & Partners Wealth Management incorporates general financial planning and consulting into its core investment management services. Additionally, the firm offers standalone financial planning and consulting services on a project or hourly basis, as well as retirement plan consulting for plan sponsors. The firm emphasizes a personalized approach, tailoring asset allocations to each client's specific financial situation, risk tolerance, and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable based on factors such as assets managed, portfolio composition, and scope of services. General financial planning is included.