Shri Advisors provides ongoing investment advice tailored to each client's needs. They create an investment plan and manage portfolios by identifying the best mix of stocks, mutual funds, and other asset classes. They also offer investment consulting services on an hourly basis.
Assets Under Management$100M
Clients161
Advisors2
Avg. per Client$630K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
The above fee schedule applies to portfolios consisting of stocks and ETFs. Different fee schedules apply to portfolios consisting only of ETFs, only of mutual funds, or only of 401k choices. Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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