Shah Tax and Financial Planning offers financial planning, investment advice, and tax services. Financial planning covers retirement, risk management, college savings, and more. Investment management involves creating and managing tailored portfolios based on client goals and risk tolerance. ShahPlanning primarily uses passive investment strategies with low portfolio expenses.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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