Sheltered Garden Financial Group offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Sheltered Garden also offers investment consulting services for clients seeking a smaller scope of engagement. Tax preparation services are also available.
Assets Under Management$3.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.6M
shelteredgarden.com ·www.linkedin.com/in/ryan-creegan ·www.linkedin.com/company/sheltered-garden-finan...
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.8M | 1.00% |
| $1.8M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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