Ferguson Shapiro offers ongoing investment advice and financial planning based on individual client needs. They review clients' financial situations, create financial plans, and manage investment portfolios. They also offer access to third-party money managers. Ferguson Shapiro specializes in investment, financial, estate, risk management, retirement, and business continuation planning.
Assets Under Management$360M
Clients358
Advisors7
Avg. per Client$1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable with each client. For short-term/legacy accounts, the fee is 0.10% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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