Shuster Advisory Group, LLC
Assets Under Management
$7.9B
Number of Clients
386
Number of Advisors
3
Average Client AUM
$20.5M
AUM per Advisor
$2.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Shuster Advisory Group, LLC is an independently owned registered investment adviser founded in 2014. The firm provides pension consulting services to corporate, governmental, and not-for-profit entities, offering 3(21) and 3(38) fiduciary services. Specific client investment strategies depend on the client’s current situation, and clients may impose restrictions.
Fee Structure
Fees are based on plan assets and the scope of services provided, and are negotiable. Fees can be charged as a percentage of assets or as a flat fee, and are billed monthly or quarterly in arrears. Clients are responsible for third-party fees. There is no account minimum for any of Shuster’s services.
Areas of Practice
Location
155 N. Lake Ave., Suite 950, Pasadena, CA, 91101