Shannon Investment Management (SIM) is a registered investment advisor that provides investment guidance and manages client investment accounts. SIM aims to help individuals, families, trusts, businesses, and non-profit entities understand and participate in the financial markets to meet their financial goals. SIM builds customized, low-fee portfolios to meet client goals within stated risk tolerances. SIM does not provide financial planning services or tax advice.
Assets Under Management$12M
Clients16
Advisors1
Avg. per Client$750K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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