Bayshore Financial Solutions provides investment management and financial planning services to individuals. For investment management, they offer direct asset management and also use a third-party manager, Orion Portfolio Solutions. Financial planning covers budgeting, retirement, insurance, and other areas. Bayshore Financial Solutions also holds seminars and workshops.
Assets Under Management$10M
Clients34
Advisors1
Avg. per Client$310K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Bayshore Financial Solutions offers investment management services where they manage your investments for a fee. Here's how it works:
- Direct Asset Management: You'll pay 1% of the value of your investments each year. This fee can be negotiated.
- Orion Portfolio Solutions: You'll pay 1% of the value of your investments each year to Bayshore Financial Solutions. Orion Portfolio Solutions also charges fees that may not exceed 2% of assets under management. These fees include administration, account maintenance, and strategist fees.
- Fixed/Equity Index Annuity, Variable Annuity and Life Management: You'll pay up to 1% of the value of your investments each year. This fee can be negotiated.
Bayshore Financial Solutions also uses a third-party manager, Gradient Investments, LLC, where fees are based on a percentage of assets under management.
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