Shared Vision Wealth Group provides investment advice, financial planning, and consulting services to individuals, families, and businesses. They create customized portfolios based on client goals and risk tolerance, using various investments like mutual funds, ETFs, and individual stocks. Financial planning services include tax and estate guidance. They also offer retirement plan advisory services to employers.
Assets Under Management$340M
Clients192
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable and may be lower based on the size of the relationship, householding, or legacy pricing. Trust accounts in excess of $1 million with professional Trustees are eligible for a discounted fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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