Shore Point Advisors provides personalized financial advice to individuals and retirement plans. For individuals, Shore Point offers financial planning and portfolio management services. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Portfolio management is for clients with $500,000 or more and includes financial planning at no extra cost. Shore Point also provides advisory services to retirement plans and their participants, assisting plan sponsors with their fiduciary responsibilities.
Assets Under Management$260M
Clients648
Advisors10
Avg. per Client$400K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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