Chez Shea provides investment recommendations to individuals, trusts, and charitable organizations, focusing on long-term growth companies. Chez Shea also offers analytical consulting services to other businesses, providing in-depth written evaluations of individual companies. Chez Shea tailors its advisory services to each client’s individual needs.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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