Shakespeare serves high-net-worth individuals with a minimum of $1 million to invest.
This minimum includes:
- Cash, checking and savings accounts
- CDs and money market accounts
- Stocks, bonds and mutual funds
- Retirement accounts and trusts
*Property and physical assets like your home, vehicles, real estate investment properties, art, jewelry or collectibles are not considered liquid or near-liquid investable assets.
Our expertise lies in areas relating to the complex financial issues and concerns of our affluent clients.
We are a boutique firm that offers a high level of comprehensive expertise to all clients because of this minimum.
We are Fee-Only Financial Advisors
Shakespeare Wealth Management is a Fee-Only Registered Investment Advisor (RIA) regulated by the SEC. Fee-Only advisors are held to a fiduciary standard, requiring all advice be in the best interest of our clients.
Shakespeare is compensated directly by the client through a transparent fee arrangement based on a percentage of assets we manage. We do not sell products for commission or receive other compensation from third parties. The percentage we charge is customized to the individual or family and is determined according to the complexity of assets and services needed. This will be a transparent discussion with your Shakespeare financial advisor during the onboarding process and will continue to be transparent throughout the relationship.
Fee-Only advisors like Shakespeare are compensated only from the client while fee-based advisors are compensated both from the client and through commissions from financial products like annuities or insurance. Commissioned-based financial products have the potential to create conflicts of interest during the financial planning process.
As a Fee-Only RIA, Shakespeare removed the conflicts of interest present with commission-based products. We have always believed clients come first and operated as a fiduciary.
We are legally bound to this higher standard which means you can expect unbiased, accurate and comprehensive financial advice anchored in your best interest. Few advisors in the country serve in a fiduciary capacity. Working with Shakespeare is like having an additional layer of protection wrapped around your assets.
At Shakespeare our strength lies in comprehensive planning, based off the deep relationships built with clients from day one. We spend time learning about more than just your investment accounts, focusing on everything from family dynamics, to maximizing tax strategies, to ensuring your estate plan is properly drafted, all in an effort to meet your goals. We are not just your financial advisor; we are your trusted partner. In addition, Shakespeare financial advisors have multiple certifications that require ongoing education to stay on top of issues that may affect your plan. We work as a team to ensure every client is benefiting from the multiple areas of expertise that our advisors provide. The trust we instill from financial planning as a fiduciary, deep relationships and advisor expertise provides peace of mind.
Shakespeare serves high net-worth individuals with a minimum of $1,000,000 to invest.
Our technical expertise helps us solve complex financial issues for our affluent clients.
We implemented a client minimum so we are able maintain a high level of comprehensive service for all clients.