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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.65% |
Fees are negotiable above $1,000,000.