Shorter, Alden M. provides investment management and financial planning services. Investment management involves managing assets in fixed income and domestic equities based on a client's individual investment objectives. Financial planning includes creating a personal financial plan and tracking progress toward financial goals. The firm also offers consulting services for specific financial situations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $750K | 2.00% |
| $750K+ | 1.50% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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