Mon-Thurs: 8am-5pm

Friday: 8am-12pm

    

Portal  |  Our ADV  |  July 18, 2019

Mon-Thurs: 8am-5pm

Friday: 8am-12pm

Fee Schedule

Full Fiduciary Wealth Management Fees

We utilize a tiered fee schedule based upon the total client relationship assets that Shoreline Partners manages. The stated minimum we have is $250,000; however, we reserve the right to waive that minimum based upon a case by case basis. We do not discount our fees and instead implore a tiered approach, so all clients pay the same fee that is reduced as the relationship asset level grows. For example, a husband and wife have five separate accounts that in aggregate total $500,000 the total fee for the management of those accounts would be 1.375% (1.5% on the first $250,000 and 1.25% on the next $250,000).

Relationship AssetsTiered Fee Schedule
First $250,0001.50%
Next $250,0001.25%
Next $500,0001.00%
Next $1,000,0000.75%
Assets Thereafter0.50%
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