Shield Wealth Advisors offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including written financial plans and consultations. Shield Wealth Advisors can select third-party investment managers to manage client assets. They also provide investment consulting services through a co-advisory arrangement with Hudson Capital Advisory, Inc.
Assets Under Management$68M
Clients109
Advisors3
Avg. per Client$630K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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