Sheffield Investment Management, Inc.

Home
Firm Overview
Investment Process
Client Services
Fee Structure
Your Account
Contact Us
Web Links
Client Newsletters
Site Map
     

Fee Structure

SIMI's compensation is based on a percentage of managed assets rather than commissions, so that our focus is on the overall growth of your assets, not securities trading. This helps prevent unnecessary turnover and minimizes taxes. SIMI aggregates the various accounts of each client when determining fee break points, so smaller accounts receive the same price breaks enjoyed by our largest accounts.

Combined Assets

Equities

Fixed Income

$ 500,000 - $2,500,000

1.0%

.75%

$2,500,000 - $5,000,000

.90%

.70%

greater than $5,000,000

.85%

.65%

SIMIís optional tactical asset allocation (TAA) service receives a separate fee of .25% (25 basis points) per year. All fees are calculated monthly and billed quarterly in arrears.

   
 
    
 

 

Sheffield Investment Management, Inc.

900 Circle 75 Parkway, Suite 750    Atlanta, GA  30339 

(770) 953-1597    fax (770) 953-3586

 

Please email comments about this site to [email protected]