Parkshore Wealth Management offers personalized investment advice and financial planning services. They provide portfolio management through their Wealth Builder and Wealth Management programs, as well as financial planning and tax preparation through their Wealth Choice program. They may use sub-advisors to manage portions of client accounts. They also offer advisory services to retirement plans and plan participants.
Assets Under Management$460M
Clients509
Advisors4
Avg. per Client$890K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Legacy fee arrangements exist, whereby some clients may pay a different fee than what is published above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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