Shutzer Investments offers ongoing portfolio management and institutional consulting services tailored to each client's goals, objectives, time horizon, tax status, liquidity needs, and risk tolerance. Shutzer Investments creates an Investment Policy Statement for each client to aid in selecting a suitable portfolio. They generally limit their money management to mutual funds, individual equities, options, and ETFs.
Assets Under Management$21M
Clients18
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable, with a maximum annual fee of 1.95%. Minimum account size is $80,000, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...