Shadowbrook Private Wealth offers wealth management services, including financial planning and investment management. They work with clients to understand their goals, risk tolerance, and financial situation to create customized investment portfolios using ETFs, mutual funds, and individual stocks. Shadowbrook may also provide advice on assets held elsewhere, such as retirement accounts and cryptocurrency.
Assets Under Management$57M
Clients35
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.45% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $8.0M | 1.00% |
| $8.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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