Shearman, Ralston Inc. is a registered investment advisor based in Greenwich, Connecticut, providing discretionary and non-discretionary portfolio management services to individual clients, high-net-worth individuals, and trusts. Founded in 2018, the firm tailors its investment strategies to meet each client's specific risk tolerance, time horizon, and financial objectives. Shearman, Ralston Inc. advises on a broad range of investments, including stocks, exchange-traded funds, corporate bonds, certificates of deposit, money market funds, municipal securities, options, real estate investment trusts, and government securities. The firm also operates as a registered securities broker-dealer, offering traditional brokerage services alongside its investment management practice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees are negotiable depending on individual client circumstances.