Shadow Wealth Management provides investment advice to clients, creating customized portfolios based on their goals, risk tolerance, and financial situation. They primarily use a long-term investment approach, but may make short-term adjustments based on market conditions or client needs. They do not offer stand-alone financial planning services.
Assets Under Management$15M
Clients35
Advisors1
Avg. per Client$440K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.50% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees negotiable for additional assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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