Shining Rock Advisors provides investment advisory services based on each client's individual needs. They manage investments with discretion, except for private investments, where they seek client approval for changes. Before engaging Shining Rock, clients sign an agreement outlining the terms, scope of services, investment objectives, and fees. Shining Rock may provide consulting services regarding non-investment related matters, such as tax and estate planning, insurance, etc. Shining Rock does not serve as an attorney, accountant, or insurance agency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be modified at Shining Rock’s discretion, based on unusual circumstances, pre-existing relationships, amount and nature of assets to be managed, required services, complex matters, or other factors.