Shope Advisors Group (SAG) offers personalized financial planning and investment management. SAG helps clients with financial goal setting, problem identification, cash flow, investments, education funding, retirement, tax, and estate planning. SAG's parent company, Shope Financial Planning, Inc. (SFP), sells mutual funds, exchange traded funds, stocks, bonds, annuities, and insurance, potentially creating a conflict of interest. SAG manages assets on a non-discretionary basis, meaning clients make the final investment decisions.
Assets Under Management$66M
Clients86
Advisors2
Avg. per Client$760K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$288
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.81% |
| $1M+ | 0.73% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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