Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be less than 0.50% for accounts over $5,000,000. SHJ retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
SHJ is a fee-only firm. Investment management fees are based on a percentage of assets managed, as detailed in the table. Financial planning services are billed by the project, ranging from $2,000 to $15,000 depending on complexity. A $500 retainer is required for financial planning, with refunds made for unfulfilled services. The minimum investment account size is generally $250,000, but may be waived in certain circumstances.
Areas of Practice
Advisor Information
Office location
720 South Colorado Blvd., Suite 600 South Tower, Denver, CO, 80246
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lawrence is involved in a financial planning business. The filing does not provide details about the time commitment or other business activities.