Shea Financial Advisors offers personalized financial planning and investment management services to individuals. Shea Financial Advisors helps clients identify financial goals, solve financial problems, manage cash flow, plan for taxes, manage investments, plan for retirement, and assess insurance and estate planning needs. Shea Financial Advisors uses discretionary authority to manage investments and does not sell products or accept commissions.
Assets Under Management$120M
Clients74
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...