DocShah Financial offers investment management, financial planning, and portfolio review services. Investment management involves creating a plan based on your goals and risk tolerance. Financial planning covers topics like retirement, education, and estate planning. Portfolio reviews analyze your existing investments and suggest improvements. DocShah also holds seminars to educate the public on investments.
Assets Under Management$4.2M
Clients33
Advisors1
Avg. per Client$130K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...