Sheller Wealth Management provides investment advice to individuals, high net worth individuals, trusts, estates, and businesses. Sheller Wealth creates customized investment strategies based on client goals, risk tolerance, and financial situations. Sheller Wealth may provide financial planning services as part of its investment management services or as a separate service.
Assets Under Management$68M
Clients174
Advisors2
Avg. per Client$390K
Avg. per Advisor$34M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range up to 2.00% annually depending on factors such as the complexity of the services to be provided, level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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