Shellman Investment Management is a registered investment advisor that provides both discretionary and non-discretionary portfolio management services. Shellman Invest uses model portfolios to invest client funds, using mutual funds and exchange traded funds. They monitor portfolio performance and rebalance as needed. Some clients are referred by Shellman S.A. (DBA Shellman Wealth), a related company located in Uruguay.
Assets Under Management$160M
Clients110
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.22% |
| $1.0M - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.74% |
| $3M+ | 0.50% |
Associated Persons of the firm receive a 50% discount of advisory fees. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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