Shay Wealth Partners provides personalized asset management and financial planning services. For investment management, Shay Wealth Partners builds customized portfolios based on each client's goals, time horizon, and risk tolerance, handling day-to-day trades without needing prior approval for every transaction. Financial planning services cover personal net worth analysis, cash flow budgeting, retirement strategy, long-term investment planning, and tax reduction strategies. Shay Wealth Partners works with individuals, high-net-worth clients, trusts, and small businesses. There is no minimum account size required to start working with Shay Wealth Partners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are billed quarterly in arrears. Shay Wealth Partners may negotiate fees based on historical relationships, asset types, anticipated future assets, and account composition.