Shayne & Jacobs manages investment portfolios using fundamental analysis. They manage accounts on a discretionary basis, meaning they make investment decisions for you. While they don't focus on financial planning, they do discuss some financial planning issues with clients. They are best suited for clients with a long-term investment horizon and capital to manage without needing a specific income level. They may recommend clients seek financial planning from a firm that specializes in it.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm charges an annual advisory fee of up to 1% of assets under management, payable quarterly, for new accounts. Clients with accounts in existence at the time of the combination are currently billed in accordance with the pre-combination rates that applied to their accounts.