Shrier Associates offers investment management services, creating customized portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. They also provide financial planning services covering areas like retirement, education, and personal savings. Shrier Associates may recommend unaffiliated money managers. Clients are not obligated to implement any recommendations.
Assets Under Management$78M
Clients156
Advisors3
Avg. per Client$500K
Avg. per Advisor$26M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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 Shrier Associates discretion. The firm also offers Fee Billing Option B, which is a flat percentage fee that is negotiable. If the firm uses a sub-advisor, the sub-advisor's fees range from 0% to 0.87% and are deducted monthly. These fees are in addition to Shrier Associates' fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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