Shaker Investments is an investment advisor that focuses on equity management, particularly in growth companies. They manage client accounts, making investment decisions based on defined portfolio strategies. Shaker offers Fundamental Growth and Small Cap Growth composites, as well as an Asset Allocation model strategy using ETFs and mutual funds. They also provide financial planning services to investment clients upon request, creating detailed plans to help clients achieve their financial goals. Shaker also acts as a sub-advisor to other advisors and their funds.
Fee Structure
Shaker Investments' annual fees for managing your investments are a percentage of the value of your portfolio. The fees generally range from 0.75% for Asset Allocation strategy accounts to 1.0% for Fundamental Growth and Small Cap Growth accounts. These fees are charged quarterly, based on the portfolio's value at the end of the previous quarter. A minimum of $50,000 is required to establish an account management relationship, but this is negotiable.