S.H. Capital Management CORP.

Fee-Only (% of Portfolio)

S.H. Capital Management is a registered investment advisor located in Boca Raton, Florida, founded by Scott Hudson in 2007. S.H. Capital Management focuses entirely on managing investment portfolios for individuals, high-net-worth individuals, and corporations. S.H. Capital Management customizes portfolio strategies to fit each client's individual needs using fundamental and cyclical market analysis, with investments held for either the short term or long term. S.H. Capital Management makes investment decisions for client accounts without needing to ask permission for every trade, and clients are welcome to place reasonable restrictions on how their money is invested. S.H. Capital Management does not impose any minimum investment or account size to work with them.

Assets Under Management$55M
Clients92
Advisors1
Avg. per Client$600K
Avg. per Advisor$55M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
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Location

1 Advisors at this firm

S.H. Capital Management CORP. - Fees, AUM & Advisors | TrueAdvisor