First Shore Private Wealth provides financial planning and advice on topics like retirement, education savings, and estate planning. They also offer limited investment advice, focusing on Delaware Statutory Trusts (DSTs), Opportunity Zones (OZs), and oil and gas partnerships. First Shore Private Wealth may recommend other investment advisors to manage parts of your portfolio. They tailor their advice to your individual needs and financial goals.
Fee Structure
First Shore Private Wealth charges up to 3% per year of the amount you invest in certain tax-advantaged investments like Delaware Statutory Trusts. This fee covers the life of the investment and includes both debt and equity. The fee is charged in advance, up to six months at a time, and is synchronized with the distributions from the investments. The exact timing and frequency of fees will vary based on the specific investment.