Shaller Associates offers long-term financial planning and recommends diversified portfolios using low-cost mutual funds and other securities. They help trusts with portfolio planning, rebalancing, fiduciary income calculation, distribution policy, and monitoring. They manage assets on a non-discretionary basis only. Hourly financial planning is available for special situations.
Assets Under Management$19M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.45% to 1% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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