Assets Under Management
$1.9B
Number of Clients
367
Number of Advisors
6
Average Client AUM
$5.2M
AUM per Advisor
$320.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Neville, Rodie & Shaw Inc. is an investment counseling firm managing long-only separately managed accounts. They tailor advice to individual needs, determining a portfolio strategy based on goals, objectives, and risk tolerance. Portfolios are managed with a balanced approach.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are subject to negotiation depending on client relationships, size, and servicing requirements.
200 Madison Ave, New York, NY, 10016-3903