Shp Wealth Management, LLC

SHP Wealth Management, LLC is a financial advisory firm established in December 2014, based in Plymouth, MA. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm may also provide pension consulting services and act as a subadviser to unaffiliated advisers. SWML charges asset-based fees for portfolio management, with fees ranging from 0.20% to 1.25% based on total assets under management. There is no minimum account size for SWML's services, although third-party advisers may have minimums ranging from $10,000 to $50,000. The firm follows a long-term trading strategy and uses fundamental analysis, cyclical analysis, and modern portfolio theory in its investment approach. SWML has a written Code of Ethics covering various areas and provides discretionary investment advisory services to clients. The firm does not accept performance-based fees and does not have custody of client assets except through third-party Standing Letters of Authorizations. Clients receive regular reports on their accounts and financial plans. SWML has no financial conditions impairing its ability to meet contractual commitments and has not been subject to bankruptcy petitions in the last ten years.