How does SHOREPOINT CAPITAL PARTNERS LLC help clients? – Key Takeaways:
SHOREPOINT CAPITAL PARTNERS LLC is a reputable financial firm that specializes in providing expert guidance and services to clients seeking financial assistance. With a team of highly skilled and experienced financial professionals, the company prides itself on delivering customized solutions to help clients achieve their financial goals.
Facts and Insights:
SHOREPOINT CAPITAL PARTNERS LLC was founded in 2012 and has been in business for over 9 years. As of 2021, the firm manages over $500 million in assets under management and has a team of 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2012 | $500 million | 10 |
Financial Services Offered:
The experts at SHOREPOINT CAPITAL PARTNERS LLC offer a wide range of financial services to their clients. These include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
The firm serves a diverse range of clients, including individuals, families, small business owners, and institutions. Their services are tailored to meet the unique financial needs of each client, regardless of their background or financial situation.
Fees & Compensation:
SHOREPOINT CAPITAL PARTNERS LLC follows a fee-only compensation model. This means that they do not receive commissions or any other form of compensation for recommending specific investments. Instead, they charge a percentage of the assets under management or a flat fee for their services.
Background:
The team at SHOREPOINT CAPITAL PARTNERS LLC is made up of highly skilled and knowledgeable financial professionals with years of experience in the industry. They are committed to providing unbiased and personalized financial advice to help clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SHOREPOINT CAPITAL PARTNERS LLC is held to a fiduciary standard. This means that they are legally obligated to act in the best interests of their clients and disclose any potential conflicts of interest. The firm has a clean record with no disciplinary actions or regulatory violations.