Shipwright Advisors provides investment management and financial planning services. Shipwright helps clients with investment of funds based on their individual needs. They primarily advise on stocks, bonds, mutual funds, and ETFs. Shipwright also offers project-based financial planning for specific questions or issues.
Assets Under Management$1.5M
Clients10
Advisors1
Avg. per Client$150K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $2.5M | 0.60% |
| $2.5M+ | 0.40% |
In addition to AUM fees, Shipwright Advisors charges a recurring fixed fee paid monthly in advance, ranging from $80 to $4,800. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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