Shrier Associates manages investment portfolios and provides customized financial planning for individuals, trusts, estates, and businesses. The firm builds diversified portfolios using mutual funds, exchange-traded funds, individual securities, and real estate investments, taking a long-term approach tailored to each client's risk tolerance and goals. Shrier Associates also offers specialized services such as tax-loss harvesting, consulting for employer-sponsored retirement plans, and third-party managed account programs. Clients can choose between ongoing portfolio management or project-based financial planning.
Assets Under Management$86M
Clients160
Advisors3
Avg. per Client$540K
Avg. per Advisor$29M
www.linkedin.com/company/shrier-associates ·www.facebook.com/shrierassociates ·www.shrierassociates.com
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.50% |
| $3.5M+ | 0.30% |
Fees and billing options are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...