Shenandoah Financial provides financial planning and consulting services to individuals and small businesses. This includes help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Shenandoah also refers clients to third-party money managers and receives a portion of their fees.
Fee Structure
Shenandoah Financial does not directly manage your investments. Instead, they recommend third-party money managers. If you choose to use one of these managers, you'll pay them a fee based on the value of your investments. Shenandoah Financial receives a portion of that fee for connecting you with the manager. The fees charged by the third-party managers are negotiable and will be disclosed to you before you sign an agreement.