Shoreline Capital Corp. offers investment management services to high-net-worth individuals and trusts. Shoreline Capital constructs portfolios with 10-30 different companies, believing that concentrated portfolios provide better long-term return potential. Shoreline Capital's investment strategy is based on a fundamental, value-based investment philosophy. Clients can impose reasonable restrictions on the management of their accounts.
Assets Under Management$73M
Clients13
Advisors1
Avg. per Client$5.6M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable for clients with assets greater than $10 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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