Shankland Financial Advisors (SFA) offers financial and retirement planning, consulting, and investment management services. SFA works with clients to identify their investment goals, objectives, and risk tolerance to structure an investment account and strategy. Investment accounts may consist of stocks, bonds, mutual funds, ETFs, fixed annuities, and CDs. SFA manages investment accounts on a discretionary basis.
Assets Under Management$98M
Clients337
Advisors1
Avg. per Client$290K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
These fees apply to actively managed portfolios including individual equities, ETFs and mutual funds. For portfolios including only fixed income securities, cash and cash equivalents: up to $750,000 is 0.50%, above $750,000 is 0.35%. All fees are negotiable only at SFA's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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