How does the advisor help clients – Key Takeaways:
SHOREVEST PARTNERS, LTD. is a leading financial advisory firm dedicated to providing expert guidance and personalized strategies to help clients achieve their financial goals. With a team of highly experienced professionals, they offer a range of services to meet the unique needs of each client.
Facts and Insights
SHOREVEST PARTNERS, LTD. was founded in 2005 and is headquartered in New York City. They currently have assets under management of $3.5 billion and employ a team of 20 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $3.5 billion |
| Number of Advisors: | 20 |
| Time in Business: | Established in 2005 |
Financial Services Offered
SHOREVEST PARTNERS, LTD. offers a comprehensive range of financial services to help clients achieve their long-term financial goals. These services include investment management, financial planning, retirement planning, and wealth management.
Client Types
SHOREVEST PARTNERS, LTD. caters to a diverse range of clients including high net worth individuals, families, and businesses. They also work with clients at different stages of their financial journey, from young professionals just starting out to retirees looking to preserve their wealth.
Fees & Compensation
SHOREVEST PARTNERS, LTD. follows a transparent fee structure and charges a percentage of assets under management. They do not receive any commissions or other forms of compensation from third parties, ensuring unbiased advice for their clients.
Background
The team at SHOREVEST PARTNERS, LTD. comprises of seasoned financial professionals with years of experience and a deep understanding of the industry. They bring a wealth of knowledge and expertise to every client relationship, helping individuals and businesses make informed financial decisions.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHOREVEST PARTNERS, LTD. is obligated to disclose any potential conflicts of interest and any disciplinary history. Clients can find this information on their Form ADV, which can be accessed through the SEC’s website.