Shawnee Investments & Planning offers financial planning on topics like investment and risk management, education, retirement, tax, and estate planning. They also provide ongoing portfolio management. The firm conducts an initial interview to discuss your situation, goals, and the services they can provide. If you choose to work with them, you'll sign an agreement, and they'll analyze your financial needs and goals.
Assets Under Management$1.1M
Clients11
Advisors1
Avg. per Client$98K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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