New Shore Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,011,000
Clients
13
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$1,077,769
About
New Shore Financial is an independent, state-registered advisory firm that serves individuals (including high-net-worth clients), trusts, and estates with discretionary wealth management and complementary financial planning. Services include ongoing portfolio management, one-time or project-based planning engagements, and referrals to accountants, attorneys, or other specialists when appropriate.
The firm builds customized portfolios primarily using ETFs and mutual funds and employs fundamental analysis with a generally long-term, low-turnover orientation; it may rebalance, use cash strategically, and retain legacy holdings for tax or portfolio-fit reasons. Implementation can be direct or through third‑party independent managers and a turnkey asset management platform, with the firm performing initial and ongoing oversight of any external managers it uses.
Noteworthy for a solo advisory practice, the firm manages roughly $14 million for a small client base and also advises on additional assets that are not under its regular management, reflecting a high asset concentration per client. It maintains an institutional custody and platform relationship that provides operational and platform services (including access to a TAMP), a dynamic the firm discloses and addresses through its policies and client disclosures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
One-time financial planning service fee of $5,000; ongoing financial planning service fixed fees ($6,000-$10,000 annually)
$0 - $800,000: N/A (minimum $8,000 annual fee applies) $800,001 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.80% annually $4,000,001+: 0.60% annually
Account minimum: $800,000 Minimum fee: $8,000 annual minimum fee for wealth management services Fee-only: Ongoing financial planning fixed fees ranging from $6,000 to $10,000 annually, with $1,500 upfront fee; one-time financial planning fixed fee of $5,000
Main office location
New Shore Financial LLC
513 South Street, Suite 201
Wrentham MA 02093, United States
Number of offices
1
Most active in
New Shore Financial LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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