Advisor at Shine Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Shine Financial Services, LLC
Location
Brookfield, CT
Credentials
Series 63, Series 65
Industry experience
18 years
Kevin Shine is the principal advisor at Shine Financial Services, LLC, an independent firm based in Brookfield, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having founded Shine Financial Services in 2007. Shine Financial Services provides investment advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis, utilizing both long-term and short-term trading techniques, including short sales, options, and margin, tailored to client objectives. Its direct management of a private pooled fund and use of performance-based fee arrangements distinguish it from many independent advisors of similar size.
Based on Shine Financial Services, LLC
Based on Shine Financial Services, LLC
Flat fee for portfolio management plus ongoing consulting services at 1.00% annually with no asset limit
$0 - $10,000,000: 1.00% annually $10,000,001 - $25,000,000: 0.75% annually $25,000,001+: 0.50% annually
$350 per hour for consulting services
Performance fee up to 25% of outperformance over benchmark plus fixed fee not exceeding 0.50% annually for qualified clients (minimum $1,100,000 assets under management or net worth over $2,200,000)
Account minimum: $500,000
Brookfield, CT
Connecticut
Shine Financial Services, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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