Shulman Demeo Asset Management, LLC

Shulman DeMeo Asset Management, LLC, established in Lake Success, New York, offers discretionary and non-discretionary investment advisory services on a wrap fee basis. The firm manages $757,248,091 in regulatory assets, with a wrap fee program covering investment advisory, brokerage, custody, and reporting services. Clients pay an annual program fee ranging from 0.00% to 2.00%, inclusive of trade execution and investment management fees. Shulman DeMeo utilizes Charles Schwab & Co., Inc. for brokerage services. The firm's minimum asset level for clients is $2,000,000, with the ability to adjust based on specific criteria. Shulman DeMeo's investment strategies and methods of analysis are detailed in their informational brochure. The firm does not accept performance-based fees and does not vote client securities. Additionally, Shulman DeMeo offers stand-alone financial planning and consulting services for negotiable fees. The firm's Code of Ethics addresses fiduciary duties, personal trading guidelines, and conflicts of interest related to insurance product recommendations. Shulman DeMeo conducts ongoing account reviews and provides clients with regular performance reports and statements. The firm may receive indirect economic benefits from third-party referrals. Shulman DeMeo ensures transparency by disclosing potential conflicts of interest to clients.