Shaw Financial Solutions (SFS) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. SFS creates investment plans and may request authority to make trades without client permission. SFS also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$89M
Clients78
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
For client accounts with Interactive Brokers, fees are based on the gross value of assets, including margin.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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