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The fee is negotiable.","source":"ADV PART 2A - SHP WEALTH MANAGEMENT LLC, filed 21 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SHP Wealth Management use?","answer":"SHP Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.87B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SHP Wealth Management have?","answer":"SHP Wealth Management has 32 investment adviser representatives registered with state securities authorities, out of 52 employees, and 32 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 24 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SHP Wealth Management invest in?","answer":"At the end of its last fiscal year, SHP Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 8% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SHP Wealth Management?","answer":"SHP Wealth Management is owned through a chain of holding companies by Ohcp VI Enzo Aggregator, L.P. and T-IX Kraken Co-Invest, LP. 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