Sheikh Investments provides investment advice and financial planning services. They offer investment supervisory services for individuals, trusts, institutions, and companies, charging a fee based on the value of your portfolio. They also offer financial planning services covering retirement, risk management, college savings, and estate planning. Investment decisions are made after consulting with the client.
Assets Under Management$100M
Clients146
Advisors2
Avg. per Client$690K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...