Shrier Wealth Management offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting services. The firm also provides retirement plan consulting to employer plan sponsors. Shrier Wealth Management tailors investment advice to individual client needs and objectives.
Assets Under Management$390M
Clients158
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management and comprehensive portfolio management. Fees are negotiable. The maximum annual fee charged for the management of Donor Advised Fund assets will not exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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