Ludwick & Shirman, LLC – Registered Investment Advisor

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Investment Management Fees

Ludwick & Shirman is compensated by charging a percentage of total assets under management. Our minimum starting assets under management is $500,000 per client. We do not receive compensation from third-party vendors.  We do not charge commissions or accept trailing or 12(b)1 fees. This structure provides us the opportunity to remain objective when making specific investment recommendations for our clients.

In this section

  • Investment Management
    • Account Custodian
    • Investment Management Fees

Get Acquainted

We offer a complimentary “get-acquainted” meeting to describe our services and to explore whether we are a good fit for you.

Contact Us

Tel: 303-444-1161 • Fax: 303-444-5291
Email: info@nullLudwickAndShirman.com

2595 Canyon Blvd, Suite 220
Boulder, CO 80302

Your Account

TD Ameritrade Institutional provides monthly statements to our clients summarizing their portfolio positions. LOG IN HERE