Bryan Bourgeois

Shorebreak Capital offers several investment management programs with different fee structures.

Shorebreak Capital Strategic Risk-Calibrated Portfolio Management Flat-Fee Program:

• 0.95% annually on assets over $100,001

Shorebreak Capital Active Management Portfolio Management Program:

• 1.85% annually on the first $50,000
• 1.5% annually on $50,000 - $100,000
• 1.25% annually on $100,001 - $250,000
• 1.00% annually on $250,001 - $5,000,000
• 0.90% annually on $5,000,001 - $10,000,000
• 0.85% annually on $10,000,001 - $50,000,000
• Negotiable on assets over $50,000,001

Kibbel Financial Planning Model Portfolios Asset Management Fees:

• 1% annually on assets up to $2 million
• 0.75% annually on assets over $2 million
• If you subscribe to the annual financial planning service, a reduced management fee of 0.75% will be applied for all assets.

Kibbel Financial Planning Model Portfolios Asset Management Fees - for Legacy Assets:

• 1.0% on the first million and then 0.50% on anything above that
• If you are a financial planning client, all assets are managed at 0.50%.