Shai Weinbaum Investment Management offers investment services to individuals, high net-worth individuals, and small businesses. Shai Weinbaum Investment Management makes investment decisions for clients based on their individual needs, using a bottom-up fundamental research approach. The goal is to outperform the general market over the long term. Shai Weinbaum Investment Management does not use margin or debt, nor invest in derivatives.
Assets Under Management$420K
Clients6
Advisors1
Avg. per Client$70K
Avg. per Advisor$420K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and minimum balance requirement are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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