Sha Advisory

Fixed/Hourly

SHA Advisory, based in Salt Lake City, Utah, offers advice on financial planning topics like savings, debt reduction, and asset allocation. SHA Advisory helps clients create financial plans, establish self-directed accounts at a broker-dealer (Schwab is recommended), understand asset classes and risk, and provides general investment advice. Clients are intended to be self-directed and buy and sell their own investments.

Assets Under Management$1.5M
Clients2
Advisors1
Avg. per Client$750K
Avg. per Advisor$1.5M

Fee Structure

Hourly Rate:$175/hr
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Location

1 Advisors at this firm