Shuttleworth & Company offers investment advice and manages accounts for individuals, pension funds, and non-profit organizations. They use a balanced, long-term investment strategy, making investment decisions on a discretionary basis. They also offer management services for accounts held away from Shuttleworth & Company, using a third-party platform.
Assets Under Management$150M
Clients198
Advisors2
Avg. per Client$750K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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