SHFP, LLC offers investment management services on a non-discretionary, fee-only basis. They also provide financial planning and consulting services, including estate and insurance planning, on a separate fee basis. SHFP may recommend other professionals for implementation purposes, but clients are not obligated to use them. SHFP provides advice regarding company retirement accounts and charges a fee based on these accounts.
Assets Under Management$89M
Clients25
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.33% |
Fees are negotiable. Fees for current employer company retirement plans are charged at 50%, but only if it reduces the total fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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