Shuster Advisory Group, LLC

Shuster Advisory Group, LLC is an independent registered investment adviser founded in February 2014 by Mark Allan Shuster, with a focus on providing unbiased and objective advice. The firm offers Investment Supervisory services tailored to individual client needs, with a detailed investment strategy that includes various types of securities like stocks, bonds, mutual funds, and ETFs. Shuster does not participate in wrap fee programs and charges fees based on factors like asset size, types of securities managed, and services provided. Clients have the option to pay fees monthly or quarterly, with the ability to negotiate fees. The firm does not have a minimum account size requirement. Shuster's investment analysis includes historical performance evaluation and modern portfolio theory, aiming to maximize returns while managing risk. The firm offers Tactical Asset Allocation as an investment strategy to adjust asset allocation based on market valuations. Shuster does not accept performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. The firm reviews client accounts quarterly and provides detailed reports. Shuster does not engage in directed brokerage and does not charge different advisory fees based on referrals. Clients receive account statements directly from the custodian, and the firm may accept voting authority for client securities. Shuster has a Code of Ethics in place and does not engage in prepayment of fees exceeding $1,200 per client. The firm's financial condition is sound, with no recent bankruptcy petitions.