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 Assets||Tiered Fee Schedule|