Shores Edge Financial offers investment management services to clients, determining investment goals, risk tolerance, and time horizons. Investment strategies, asset allocation, and portfolio monitoring are based on these factors. Shores Edge also provides sub-advisory consulting services to other investment advisors, offering investment management and asset allocation signals. Shores Edge's strategies are not tailored to individual needs.
Assets Under Management$27M
Clients211
Advisors1
Avg. per Client$130K
Avg. per Advisor$27M
www.whitneywealthgroup.com/team/andy-bell ·www.encorefa.com/team/andy-bell ·www.linkedin.com/in/andybell2022
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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