Dudley & Shanley manages investments for individuals, trusts, estates, and charitable institutions, as well as pooled investment vehicles. The firm seeks long-term capital appreciation through investments in stocks, ETFs, and other securities. Dudley & Shanley also provides general non-discretionary investment advice and limited authority oversight for a client’s investment managers and the management of the client’s managed assets.
Assets Under Management$750M
Clients51
Advisors3
Avg. per Client$15M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees are not generally negotiable, except that related accounts may be treated as a single account for purposes of qualifying for breakpoints under the above fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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