S
Shift Fynancial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$0
Client services
Financial planning
Portfolio management
Fee options
Fixed fees generally range from $500 to $25,000 for one-time financial planning and consulting services.
$0 - $250,000: 0.50% $250,001 - $500,000: 0.40% $500,001 - $2,000,000: 0.30% $2,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.20% Over $10,000,000+: Negotiable
Commission-based compensation for insurance products, approximately 15% or less of individual’s income; commissions are separate and in addition to advisory fees.
Hourly fees generally range between $100 and $250 per hour for one-time financial planning and consulting services.
Minimum fee: Minimum annual fee of $4,800 billed monthly in advance at $400 per month, may be waived or lowered at discretion Fee-only: Financial planning fees: initial setup fee $2,500 in first year; ongoing annual fee $4,800 minimum billed monthly at $400/month; one-time plans fixed fees $500 to $25,000; hourly fees $100 to $250/hour.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Shift Fynancial
Jamestown NY, United States
Number of offices
1
Forms ADV
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