Shorebird Capital Management (SCM) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. SCM creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to select a suitable portfolio. SCM's services are limited to money management of mutual funds, equities, bonds, fixed income, debt securities, options, real estate, hedge funds, third party money managers, REITs, private placements and government securities.
Assets Under Management$9.5M
Clients55
Advisors1
Avg. per Client$170K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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