Shift Fynancial provides financial planning and portfolio management services. Financial planning includes cash flow, retirement, insurance, portfolio, education savings, estate, elder care, and corporate executive planning. Consulting services are also offered on specific financial topics. Portfolio management is discretionary, tailored to client needs and investment objectives. Shift Fynancial does not have regulatory assets under management.
Assets Under ManagementN/A
Clients11
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 $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $2.0M | 0.30% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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