Shine Financial Services offers personalized investment advice and portfolio management. Shine Financial Services works with clients to determine their investment goals and risk tolerance, then creates a tailored strategy. Shine Financial Services also offers general consulting services on securities and non-securities related investments. Shine Financial Services manages a private investment fund, Diversified Growth Fund, LLC, in which clients may be solicited to invest.
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.