Shorebreak Capital offers personalized financial planning, retirement planning, portfolio management, and investment advisory services. They manage financial plans and investment portfolios for individuals, trusts, estates, and businesses. Shorebreak does not hold client assets; clients maintain control through custodians.
Assets Under Management$21M
Clients186
Advisors2
Avg. per Client$110K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
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%.
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