SHJ Wealth Advisors is a financial advisory firm offering objective personal financial planning and investment management services. SHJ provides investment selection, asset allocation, portfolio design, and ongoing advisory services. SHJ uses a combination of no-load mutual funds, individual stocks, bonds, and ETFs to manage client assets. SHJ also offers the option to integrate Environmental, Social and Governance (ESG) considerations into portfolios.
Assets Under Management$1.1B
Clients886
Advisors9
Avg. per Client$1.3M
Avg. per Advisor$130M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be lower than 0.5% for accounts over $5,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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