Shulman DeMeo Asset Management provides investment advisory services and financial planning to individuals, businesses, trusts, estates, and charities. Shulman DeMeo manages client accounts on a wrap fee basis, which includes investment advisory, brokerage, and custody services for a single annual fee. Shulman DeMeo also offers portfolio monitoring services for investments held at other firms and financial planning on a stand-alone basis.
Fee Structure
Shulman DeMeo manages investments on a wrap fee basis. This means you'll pay a single annual fee that covers investment advice, trading costs, and account custody. The annual wrap fee ranges from 0.00% to 2.00%. Shulman DeMeo also offers a portfolio monitoring service for investments held at other firms, with a fee of up to 2.00% of the assets being monitored.