Sharkey Howes & Javer INC
Assets Under Management
$917.0M
Number of Clients
894
Number of Advisors
8
Average Client AUM
$1.0M
AUM per Advisor
$114.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SHJ Wealth Advisors is a Denver-based fee-only firm providing financial planning and investment advisory services. They offer personalized financial planning, investment selection, asset allocation, and ongoing advisory services. They manage client assets using various investment vehicles and incorporate ESG considerations.
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
Location
720 South Colorado Blvd, Suite 600 South Tower, Denver, CO, 80246-1904