Shakespeare Wealth Management offers investment management based on individual client needs, including determining objectives, risk tolerance, and liquidity needs. They also offer financial planning services covering cash flow, debt management, investments, insurance, retirement, taxes, and estate planning. Shakespeare may recommend sub-advisers to manage portions of client portfolios.
Assets Under Management$510M
Clients280
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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