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, 80246-1904
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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