A complete list of active advisors currently associated with S.H. Capital Management Corp.
Warmer can help you find a great advisor at S.H. Capital Management Corp. or one who fits your needs even better.
S.H. Capital Management provides investment supervisory services to individuals, high‑net‑worth clients, and corporate entities through discretionary portfolio management on a fee‑only, percentage‑of‑AUM basis. The firm states it customizes advisory programs to each client’s needs and does not impose an account minimum. The firm’s investment process combines fundamental and cyclical analysis and employs both long‑term and short‑term strategies, with accounts monitored daily and reviewed at least monthly. All accounts are managed on a discretionary basis, and clients receive quarterly performance reports in addition to custodial statements. Noteworthy features in the firm’s brochure include its use of third‑party lead generation—paying a flat fee to SmartAsset for prospective client referrals—and disclosure of a 2017 consent agreement with a state regulator that resulted in a $7,500 fine for prior custody and filing deficiencies. The document also highlights that the adviser does not charge performance‑based fees and discloses rollover advice as a situation that can create an incentive to move plan assets into fee‑based IRAs.
To learn more about the advisors currently working at S.H. Capital Management Corp., 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.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 18
|
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