Shore Financial Advisors offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and seek discretionary authority to select securities and execute transactions. Shore Financial Advisors generally limits its investment advice to fixed income securities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds and venture capital funds.
Assets Under Management$2.9M
Clients1
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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