SHP Wealth Management offers ongoing portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage assets with discretionary authority. SHP also provides pension consulting services, subadvisory services to other advisors, and financial planning covering investments, insurance, taxes, retirement, college, and debt. They also offer educational seminars and workshops.
Assets Under Management$1.9B
Clients2,364
Advisors29
Avg. per Client$810K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
29 Advisors at this firm
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