Shearman, Ralston Inc. is a registered investment advisor that provides investment advice tailored to meet clients' needs and investment objectives. They offer both discretionary and non-discretionary portfolio management services. They advise on various investments including stocks, ETFs, corporate debt, and municipal securities. Shearman, Ralston Inc. is also registered as a securities broker-dealer.
Assets Under Management$98M
Clients20
Advisors2
Avg. per Client$4.9M
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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