Shalom Global Capital Group offers investment management and financial planning services. The firm works with clients to understand their financial situation, goals, and risk tolerance. They then create an investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced as needed. The firm may use third-party investment advisors to implement investment portfolios.
Fee Structure
Shalom Global Capital Group offers Comprehensive Portfolio Management where clients receive asset management and financial planning. The maximum annual fee charged for this service will not exceed 2.00%. The total advisory fee charged to the Client is based on the scope and complexity of our engagement with the Client. Fees are negotiable and will be deducted from client account(s).