Shuster Advisory Group provides ongoing investment management and portfolio supervision services tailored to each client's individual needs. Shuster evaluates existing investments and constructs portfolios using a mix of individual stocks, bonds, mutual funds, exchange-traded funds, and occasionally real estate. The firm utilizes modern portfolio theory and tactical asset allocation to manage portfolios, striving to maximize expected returns for a given level of risk. In certain unique situations, Shuster may recommend that a portion of a client's portfolio be actively managed by third-party investment advisers, overseeing those advisers to ensure they perform as expected. Shuster serves a diverse group of clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, business entities, and non-profit organizations, with no account minimum required.
Fee Structure
Shuster Advisory Group generates its revenue entirely from investment advisory services based on a standard fee schedule linked to plan assets, though fees are negotiable and can be charged on a flat-fee or percentage-of-assets basis. Fees are generally billed monthly or quarterly in arrears based on asset valuations from the last trading day of the month or through annual flat fees billed periodically. There is no account minimum required to utilize Shuster's services.