Behavior Shift provides investment management and financial planning services to individuals and high-net-worth individuals. As a fee-only firm, Behavior Shift only receives compensation from clients for its services. The firm offers continuous investment advice and develops personalized financial plans to help clients achieve their financial goals. Behavior Shift may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$660K
Clients2
Advisors1
Avg. per Client$330K
Avg. per Advisor$660K
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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 | 0.75% |
| $500K+ | 0.50% |
The advisory fee is a straight tier. For example, for assets under management of $2,000,000, a Client would pay 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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