Assets Under Management
$94.1M
Number of Clients
20
Number of Advisors
1
Average Client AUM
$4.7M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)
Shearman, Ralston Inc. provides tailored investment advice based on client's objectives and risk tolerance. They offer discretionary and non-discretionary portfolio management services, advising on various investments including equities, ETFs, and bonds. Fees are based on AUM and are negotiable.
| Assets Under Management | 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% |
Advisory fee is negotiable, depending on individual client circumstances.
333 Greenwich Avenue, Greenwich, CT, 06830