A complete list of active advisors currently associated with Candace Shira Associates, LLC

Warmer can help you find a great advisor at Candace Shira Associates, LLC or one who fits your needs even better.

The firm provides customized financial planning and investment management to individuals (including high‑net‑worth clients), as well as trusts, businesses, and estates, offering portfolio management, cash‑flow and retirement planning, and periodic reviews of outside accounts. Clients may engage the firm for ongoing management or for one‑time and hourly planning services, and advisory fees are commonly charged as a percentage of assets under management. The firm generally implements portfolios of publicly traded stocks, mutual funds, ETFs, bonds and cash equivalents using traditional research methods and may exercise discretionary authority over client accounts. It also routinely uses third‑party money managers and Schwab’s managed platform for portions of client assets, conducting due diligence on managers and monitoring their performance on behalf of clients. Distinctive features include that one or more advisors are licensed insurance agents who may sell traditional insurance products for commissions separate from advisory fees; the firm discloses and monitors this potential conflict and states insurance activities occupy only a small portion of advisor time. The firm combines roughly $443 million in AUM across a three‑advisor team, and it has executed a prime brokerage arrangement that facilitated IPO participation for employees (a service the firm does not offer to advisory clients).

To learn more about the advisors currently working at Candace Shira Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.