Overview
- Total Firm Assets
- $511 million
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: SHOKER INVESTMENT COUNSEL INC. PART 2A OF FORM ADV (2026-03-23)
· View brochure text
Latest filing: ADV PART 2B SHOKER INVESTMENT COUNSEL, INC. (2026-03-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.85% |
| $2,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.65% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $39,000 | 0.78% |
| $10 million | $64,000 | 0.64% |
| $50 million | $264,000 | 0.53% |
| $100 million | $514,000 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 92.36%
- Number of High-Net-Worth Clients
- 105
- Total Client Accounts
- 195
- Discretionary Accounts
- 195
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 107857
- ADV PART 2B SHOKER INVESTMENT COUNSEL, INC. (2026-03-23) · View brochure text
- SHOKER INVESTMENT COUNSEL INC. PART 2A OF FORM ADV (2026-03-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗