SHOREHAVEN WEALTH PARTNERS, LLC
Red Bank, New Jersey
Shorehaven Wealth Partners, LLC is a small investment advisory firm located in Red Bank, NJ. With one office, the firm is dedicated to providing comprehensive financial guidance to its clients. Among their five employees, three specialize in offering expert investment advisory services. On average, each investment advisor at Shorehaven Wealth Partners manages approximately $120,480,000 in assets under management, which aligns with the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management and fixed fees. Although less than 30% of their assets under management...
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Assets Under Mgmt

$361.43M

Investment Professionals

3

Locations

0

% 401K & Individual

16%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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