Shanzer Management provides investment advice on no-load mutual funds to individual investors. Clients receive an investment strategy document to indicate their objectives and risk tolerance. Shanzer Management has full authority to manage the portfolio according to the client's objectives. The firm invests primarily in stocks, diversifying by investment style, stock type, market sector, and geography.
Assets Under Management$5.2M
Clients3
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$5.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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