New Shore Financial provides wealth management services, including financial planning and investment management. Financial planning covers areas like retirement, tax, and estate planning. Investment management involves creating customized portfolios using ETFs and mutual funds, and may include the use of independent managers. New Shore acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$14M
Clients13
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$14M
www.newshorefinancial.com ·www.facebook.com/newshorefinancial ·www.linkedin.com/in/susan-e-danson-cfp%c2%ae-86...
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | Included |
| $800K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Minimum annual fee of $8,000 for wealth management services. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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