Shelter Rock Management offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Shelter Rock also serves as a sub-advisor to other registered investment advisors. The firm offers both discretionary and non-discretionary advisory services, reviewing clients' financial situations and providing advice on asset allocation and investment selection. Shelter Rock is a fee-only firm and does not sell securities on a commission basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee schedule shown is for Conservative Allocation, Equity Income, Select Equity, and Custom Accounts. Strategic Income has a $1,000,000 minimum and charges 1.00% on all assets. Annualized management fee for managing variable annuity mutual fund portfolio accounts on a discretionary basis is 0.5%. Fees may be negotiable.