Shealy Wealth Advisory manages investment portfolios for individuals and high-net-worth clients. Shealy Wealth Advisory creates personalized investment plans based on each client's goals, time horizon, and risk tolerance, utilizing modern portfolio theory and long-term investment strategies. The firm offers discretionary portfolio management, meaning Shealy Wealth Advisory makes investment trades on your behalf without needing prior approval for every transaction. Services focus primarily on mutual funds, equities, fixed income securities, real estate funds, and private placements.
Assets Under Management$18M
Clients151
Advisors1
Avg. per Client$120K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. Clients also bear third-party fees such as custodian and transaction charges.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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