S.H. Capital Management is a registered investment advisor that provides investment supervisory services. They customize their services to each client's individual needs and only manage assets on a discretionary basis. S.H. Capital Management does not offer wrap fee programs.
Assets Under Management$55M
Clients92
Advisors1
Avg. per Client$600K
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Clients may find lower fees elsewhere for comparable services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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