Shockman Financial, established in 2019, offers wealth management services including financial planning and personalized investment management. They work with individuals, retirement plans, trusts, estates, charities, and corporations. Shockman Financial creates tailored financial plans covering cash flow, education, retirement, investments, risk management, taxes, estate planning, and business succession. They also offer consulting services like portfolio reviews and investment analysis.
Assets Under Management$36M
Clients121
Advisors1
Avg. per Client$300K
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be waived or negotiated for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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