Shah Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals, high net worth individuals, families, trusts, estates, and business owners. Shah Wealth Advisors builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, and alternative investments, and can also coordinate with outside money managers. In addition to investment management, Shah Wealth Advisors offers financial planning covering retirement, taxes, estate planning, education funding, and insurance needs. The firm operates with a focus on long-term investment strategies tailored to each client's specific goals, risk tolerance, and tax situation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees are negotiable based on the size and nature of the relationship, time commitments, and complexity. Accounts of direct family members sharing the same residence are combined for fee calculation.