SHP Wealth Management manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. The firm builds tailored portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, real estate funds, and insurance products such as annuities. SHP Wealth Management designs investment strategies around each client's specific goals, time horizon, and risk tolerance, and evaluates current holdings to ensure proper alignment. In addition to direct portfolio management, the firm offers pension consulting for employee benefit plans and can guide clients on specialized investment strategies. SHP Wealth Management operates with a focus on comprehensive wealth management, helping clients navigate retirement, tax concerns, insurance needs, and estate planning considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable. Other programs: Pension consulting at 0.50%, Aperio Group sub-advisory strategies from 0.20% to 0.90%, AllianceBernstein fixed income strategies from 0.13% to 0.20%.