Shinneman Wealth Group (SWG) provides investment management and financial planning services to individuals, high net worth individuals, and businesses. SWG offers both discretionary and non-discretionary asset management. Financial planning covers cash flow, retirement, education, estate, and tax planning. SWG also offers estate planning services through Estate Guru, LLC.
Assets Under Management$30M
Clients130
Advisors2
Avg. per Client$230K
Avg. per Advisor$15M
www.shinnemanwealthgroup.com ·www.linkedin.com/in/charlie-shinneman-financial... ·www.facebook.com/shinnemanwealthgroup
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may be waived or discounted for associates and their family members. SWG also has a sub-advisor relationship with AE Wealth Management, LLC, which has a separate fee schedule. In certain circumstances, AEWM may use additional model portfolios. There will be an additional annual fee between 0.03% and 0.53% when these model portfolios are provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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