Fees

Learn more about how we help businesses grow efficiently & ethically.

Fees

Unlike other advisors, we place our fees in plain sight, in plain English.

Fees

Unlike other advisors, we place our fees in plain sight, in plain English.

Fees

Financial Planning Fee:

The financial planning fee ranges from $1,000 to $5,000 depending on the complexity of planning required.

Investment Management Fee (AUM)

First $1,000,000 = 1.25%

Next $4,000,000 = 0.90%

Next $5,000,000 = 0.80%

Over $10,000,000 = 0.50%

Portfolio Review Fee

The portfolio review fee ranges from $1,000 to $5,000 depending on the complexity of review required.

Public Speaking Fee

The public speaking fee will not exceed $1,000 per event. 

Fees

Financial Planning Fee:

The financial planning fee ranges from $1,000 to $5,000 depending on the complexity of planning required.

Investment Management Fee (AUM)

First $1,000,000 = 1.25%

Next $4,000,000 = 0.90%

Next $5,000,000 = 0.80%

Over $10,000,000 = 0.50%

Portfolio Review Fee

The portfolio review fee ranges from $1,000 to $5,000 depending on the complexity of review required.

Public Speaking Fee

The public speaking fee will not exceed $1,000 per event. 

Pricing

Unlike other advisors, we place our fees in plain site, in plain English.

Financial Planning

We will create an all encompassing plan that guides you to and through retirement.

Financial Planning

$1000

Investment Management

We will hand pick investments and put your hard earned savings to work.

Investment Management

$1000

Portfolio Review

Already have a portfolio and want us to review and make suggestions? This is for you.

Portfolio Review

$1000

Public Speaking

Want Raul Shah to deliver a thought provoking presentation on financial topics? This is for you.

Public Speaking

$1000

The DocShah Signature Portfolio

A visionary portfolio for clients who are seeking aggressive growth.

The DocShah Signature Portfolio

$1000