Shapiro Financial Security Group, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Shapiro Financial helps clients manage their financial situations by balancing emotional concerns with financial objectives. The firm offers financial planning, consulting, and investment management services. Financial planning covers insurance, retirement, employee benefits, investments, education, estate planning, tax, and cash flow needs. Investment management involves managing assets on a discretionary or non-discretionary basis, primarily using mutual funds and ETFs.

Assets Under Management$130M
Clients139
Advisors2
Avg. per Client$940K
Avg. per Advisor$66M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $250K1.00%
$250K - $500K0.80%
$500K - $1.0M0.65%
$1M+0.65%

Fees are negotiable above $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Shapiro Financial Security Group, INC. | TrueAdvisor