Shelter Wealth Strategies offers wealth management and financial planning services. Wealth management includes investment management using actively-managed, passively-managed, or hybrid model portfolios, and customized portfolios. Financial planning services are offered as part of wealth management or as a separate consultation. Shelter also provides referral services to third-party investment managers.
Assets Under Management$140M
Clients38
Advisors9
Avg. per Client$3.8M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be waived, adjusted, reduced or negotiated at Shelter's discretion. Fees are generally paid quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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