Shearman, Ralston INC.
Assets Under Management
$94.1M
Number of Clients
20
Number of Advisors
1
Average Client AUM
$4.7M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)
About This Firm
Shearman, Ralston Inc. is a registered investment advisor offering tailored portfolio management services. They determine investment objectives and risk tolerance to develop focused investment advice and make investments on clients' behalf. They offer both discretionary and non-discretionary portfolio management services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
The fee for portfolio management services is based on a percentage of assets under management, as detailed in the annual fee schedule. For example, the fee for assets between $0 and $250,000 is 1.50%. Fees are billed quarterly in arrears based on the average monthly balance. The advisory fee is negotiable depending on individual client circumstances. There is no stated minimum account size.
Areas of Practice
Location
333 Greenwich Avenue, Greenwich, CT, 06830