Shore Point Advisors, Llc
Brielle, New Jersey
5.0
5 Reviews
Shore Point Advisors, LLC, based out of Brielle, NJ, is a highly reputable small investment advisory firm. With over 510 individual clients and assets under management exceeding $162,810,000, they have established themselves as a trusted partner in the financial industry. With a keen focus on employer 401Ks and individual investments, Shore Point Advisors brings extensive expertise and a deep understanding of the intricacies of this specialized field. At Shore Point Advisors, all assets under management, totaling 100%, are managed on a discretionary basis, providing clients with the peace of mind that their investments are in ca...
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Assets Under Mgmt

$162.81M

Investment Professionals

4

Locations

0

% 401K & Individual

43%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other: FINANCIAL CONSULTING
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