Shidoosh Wealth Management provides investment management services on a discretionary or non-discretionary basis, allocating client assets among mutual funds, ETFs, and independent investment managers. They also offer financial planning services covering wills, estate plans, investments, taxes, insurance, retirement income, and college planning. SWM may purchase structured notes for client accounts. SWM also provides service to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit sharing plans, cash balance plans, and deferred compensation plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).