ShankerValleau Wealth Advisors manages investment portfolios for various clients, considering their risk tolerance and financial goals. They offer a wrap fee program that covers advisory services and transaction costs. They also provide financial planning services, including retirement, tax, estate, and insurance planning, which is included in the advisory fee. ShankerValleau manages accounts on a discretionary basis, except for certain employee benefit plans.
Assets Under Management$550M
Clients222
Advisors6
Avg. per Client$2.5M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
For all relationships under $1 million, the annual fee is 1.25%. Account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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