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Candace Shira Associates, Llc
Pittsford, New York
Candace Shira Associates, LLC is a small investment advisory firm based out of Pittsford, NY, offering personalized financial services to a diverse clientele. With a single office location, the firm operates with a dedicated team of four employees, three of whom specialize in providing comprehensive investment advisory services. As a whole, Candace Shira Associates, LLC manages an average of approximately $108,310,000 in assets under management per investment advisor, aligning with industry standards.
The firm adopts a versatile compensation structure, accommodating various client needs. Their fees include a percentage of assets ...see more
Assets Under Mgmt
$324.93M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Candace Shira Associates, Llc
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