Kevin Shine is a registered investment advisor at Shine Financial Services, LLC, based in Brookfield, CT, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fee schedule is for portfolio management services only. A separate fee schedule of 1.00% applies for portfolio management services with ongoing general consulting services. For "Qualified" clients, Shine Financial Services may charge performance-based fees, in addition to a fixed asset-based fee not exceeding 0.50% per year. Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Brookfield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shine Financial Services, LLC
State Registrations1 state
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