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Bayshore Wealth Advisors

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Client assets under management

$708,622,373

Clients

125

75% high-net worth

Advisors

3

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

42

Low

Average account size

$5,668,979

About

Bayshore Wealth Advisors is a fee‑only, registered investment adviser that manages portfolios for individuals, trusts, family entities, private foundations and qualified retirement plans, and also provides consulting and participant‑directed employee retirement plan services. The firm typically requires an investment management minimum of $2,000,000 and may charge fixed or hourly fees for standalone consulting engagements.

Bayshore follows an evidence‑based, buy‑and‑hold investment approach that emphasizes diversified, low‑turnover exposure via passively managed mutual funds and ETFs, using research and model inputs from providers such as Dimensional Fund Advisors and Avantis. For fixed income, the firm generally implements customized laddered bond portfolios and frequently delegates trading authority to a third‑party fixed‑income manager; it may also allocate to interval or other alternative funds for qualified clients when appropriate.

As of December 31, 2025, Bayshore reported roughly $740 million in discretionary assets under management with three advisors, a level of AUM per advisor that is uncommon among similar team firms and may influence its operational structure. The firm also contracts with Focus Partners Advisor Solutions for trade processing, back‑office support and fixed‑income sub‑advisory services and has access to products and platforms such as Stone Ridge interval funds, Flourish Cash aggregation, and the TIAA‑CREF advisor program.

Client services

Portfolio management Pension consulting Selection of other advisers Consulting services

Expertise

Passive / index investing Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fee consulting (amount determined per client)

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Project-based

$250 to $450 per hour

Other

Account minimum: $2,000,000 Fee-only: Fee-only investment advisor

Main office location

Bayshore Wealth Advisors

121 Alhambra Plaza, Suite 1210

Coral Gables FL 33134, United States

Number of offices

1

Most active in

Florida · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gabriel M

Series 65

Coral Gables, FL

Bayshore Wealth Advisors

Gabriel Munoz Bustamante is a financial advisor at Bayshore Wealth Advisors in Coral Gables, FL, with 17 years of industry experience. He holds a Series 65 designation and has been with Bayshore Wealth Advisors since 2008, with prior experience at Bayshore Risk Management, LLC. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, passively managed funds and customized fixed-income portfolios.

Passive / index investing Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Arturo D

CFP®, Series 63

Coral Gables, FL

Bayshore Wealth Advisors

Arturo Don Duasso is a CFP® with eight years of industry experience, currently serving as an advisor at Bayshore Wealth Advisors since 2020. His prior roles include positions at CitiGroup and Wells Fargo Clearing. Bayshore Wealth Advisors is a fee-only registered investment adviser that serves individuals, trusts, family limited partnerships, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach using diversified, passively managed funds and customized fixed-income portfolios.

Passive / index investing Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Gabriel B

PFS™, Series 66

Coral Gables, FL

Bayshore Wealth Advisors

Gabriel Bustamante is a financial advisor at Bayshore Wealth Advisors with 21 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to his current role, he was involved with Bayshore Risk Management, LLC and has been with Bayshore Wealth Advisors since 2007. He is also a managing member and director of Sunrise Communications LLC, a non-investment-related communications business. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover portfolios using passive mutual funds and ETFs, and manages over $630 million in client assets with a small advisory team.

Passive / index investing Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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