Fees
Financial Planning Fee:
The financial planning fee ranges from $3,000 to $8,000 depending on the complexity of planning required.
Investment Management Fee (AUM)
2% for all assets under management.
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 $3,000 to $8,000 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 $3,000 to $8,000 depending on the complexity of planning required.
Investment Management Fee (AUM)
2% for all assets under management.
Portfolio Review Fee
The portfolio review fee ranges from $3,000 to $8,000 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