Shorebird, LLC provides financial planning to assess your financial situation and goals, ongoing financial advising to monitor and update your plan, and portfolio management to manage your investments. Shorebird may also recommend third-party investment advisors. Shorebird tailors its services to each client's needs and objectives.
Assets Under Management$1.8M
Clients4
Advisors1
Avg. per Client$460K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the client's account. For recommendation and monitoring of Third-Party Advisers, Shorebird charges 0.75% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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