Bayshore Wealth Advisors manages investment portfolios for individuals, trusts, family limited partnerships, and retirement plans. Bayshore works with clients to determine their investment objectives and creates a plan to transition to a recommended portfolio. Bayshore also provides wealth management services including retirement planning, charitable gift planning, college planning, risk management, and tax planning.
Assets Under Management$640M
Clients118
Advisors3
Avg. per Client$5.4M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...