Shorestown Partners LLC is a registered investment advisor founded in January 2026 and based in San Francisco, California. Shorestown Partners provides wealth management services that combine ongoing investment management with personalized financial planning at no additional fee. The firm builds diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by Modern Portfolio Theory and a passive investment philosophy. Shorestown Partners also provides ongoing advice and monitoring for outside accounts such as 401(k) and 529 plans. Financial planning covers areas such as retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, risk management, and tax planning strategies. Shorestown Partners operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales. There is no minimum investment required to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable and household accounts may be aggregated.