Shorepine Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,411,682
Clients
51
51% 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
51
HighAverage account size
$1,302,190
About
Shorepine advises high-net-worth individuals, trusts, foundations, endowments and companies on comprehensive wealth management, offering discretionary portfolio management and financial planning. Portfolios are typically constructed with an actively managed core of roughly 20–30 mid-to-large-cap U.S. equities supplemented by mutual funds, ETFs, individual bonds and cash.
The firm combines fundamental analysis and technical analysis with an emphasis on quality, valuation and tax-aware, low-turnover investing, and rebalances allocations when asset classes move beyond predefined tolerance bands. Clients may request ESG-based exclusions, financial planning is offered (with planning fees waived for investment-management clients), and the firm periodically runs a two-session educational course titled “Wealth Creation Today.”
Distinctive features include the firm’s principal role as a co-owner/manager of a private placement real estate pooled investment vehicle; clients may be invested in those vehicles and the firm discloses it does not receive compensation for client investments in them. Shorepine also serves charitable organizations, pension or profit-sharing plans, and other institutional clients—relationships that are less common among independent advisors of similar size.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Fee options
$0 - $3 million: 1.20% $3 million - $6 million: 1.00% $6 million - $10 million: 0.75% $10 million+: 0.50%
$350/hr to $500/hr for financial planning
Account minimum: $500,000 Minimum fee: $2,500 annually
Main office location
Shorepine Wealth Management, LLC
Tiburon CA, United States
Number of offices
1
Most active in
Shorepine Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Louisiana
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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