SHK Capital Management provides customized wealth management solutions through personal client contact and discretionary investment management. SHK works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. SHK constructs portfolios primarily consisting of individual stocks, bonds, and options contracts, and may also use exchange-traded funds or low-cost, diversified mutual funds. SHK's investment approach is primarily long-term focused.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Clients that utilize option hedging strategies in their portfolio will have 0.50% added to their specific rate for the portion of assets under management that utilizes the option strategies. Fees may be negotiable at the sole discretion of the Advisor.