Shadowridge Asset Management offers investment management services, including direct asset management and management of 403(b) plans. They also offer financial planning for a fixed fee, covering areas like goal setting, cash flow, debt analysis, and retirement planning. Shadowridge may hire sub-advisors to manage client assets. The firm does not sell commissioned products, but its Managing Member is an independent insurance agent and may receive commissions for selling insurance products.
Assets Under Management$120M
Clients563
Advisors7
Avg. per Client$210K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are for Axos and Nationwide. The annual fee may be negotiable and may be reduced for combined household accounts. When using Altruist as a custodian, the maximum annual fee is 1.50%. For 403(b) plans, the maximum annual fee is 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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