Sheeley & Partners Wealth Management, LLC
Assets Under Management
$122.4M
Number of Clients
81
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$61.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sheeley & Partners Wealth Management offers discretionary investment advisory services and financial planning/consulting. Investment strategies are tailored to client needs and may include various securities and strategies like short sales and options. They also provide retirement plan consulting services. Clients can access an online platform hosted by eMoney Advisor.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable depending on various factors.
Fee Estimator
Investment advisory fees are negotiable and range from 0.60% to 1.10% based on portfolio size. For stand-alone financial planning, fees range from $3,000 to $5,000 on a fixed fee basis, or $200 to $550 per hour. Retirement plan consulting fees are also negotiable, with a minimum annual fee of $5,000 when billed on a fixed annual fee basis. The firm generally requires a $500,000 minimum for new clients, but this may be waived. Fees are deducted monthly in arrears.
Areas of Practice
Location
100 Westminster St., Suite 1202, Providence, RI, 02903