Shilla Advisory is a registered investment advisor based in Marlborough, Massachusetts, offering ongoing portfolio management and financial planning services. Shilla Advisory creates personalized investment policy statements and customizes portfolios based on each client's risk tolerance, goals, and time horizon. The firm utilizes fundamental analysis and invests across various asset classes, including mutual funds, exchange-traded funds, fixed income securities, real estate funds, equities, venture capital, and private placements. In addition to managing investments, Shilla Advisory provides financial planning covering investment strategy, taxes, life insurance, retirement, college savings, and debt management. The firm operates with discretionary authority to make investment trades on behalf of clients and maintains a fiduciary duty to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are generally negotiable. There is a $7,000 annual minimum fee, which may be waived at the firm's discretion for certain clients.