Shetland Financial provides financial planning and wealth management services to individuals and small businesses. Financial planning covers retirement, college savings, insurance, investment analysis, and tax planning. For wealth management, Shetland Financial may direct clients to third-party investment advisors and invest client assets into model portfolios created by Altruist.
Assets Under Management$3.1M
Clients6
Advisors1
Avg. per Client$520K
Avg. per Advisor$3.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...