Sheeley & Partners Wealth Management offers investment management and financial planning services. For investment management, they tailor their advice to each client's goals and monitor portfolios regularly. They allocate investments among various securities and may use strategies like short sales and options. They also offer standalone financial planning for a separate fee, covering areas like estate and insurance planning. They may recommend other professionals, but clients make all final decisions.
Assets Under Management$120M
Clients81
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$61M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable based on various factors, and similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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