Shorepoint Capital Partners LLC

Shorepoint Capital Partners LLC is a financial advisor firm established in 2009, offering asset management services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm also acts as a sub-adviser to client accounts on a discretionary basis. Services provided include financial planning, investment management, tax planning, insurance review, education funding, retirement planning, and estate planning. The firm's investment philosophy focuses on providing optimal after-tax, risk-adjusted returns over long-term time horizons aligned with clients' objectives. Shorepoint Capital Partners manages two private funds, Shorepoint Income Fund I, LP, and Shorepoint Income Fund II, LP, investing in private real estate, debt, equity securities, and public income-producing securities. The firm charges fees based on a percentage of assets under management, typically ranging from 1.00% to 1.25%, with a minimum annual fee of $5,000. The minimum account size for investment management services is $500,000 for Primary Accounts and $250,000 for the private funds. The firm operates as a fiduciary, acting in the best interests of clients. Clients maintain control over their assets, and the firm does not act as a custodian. Shorepoint Capital Partners does not engage in financial industry activities beyond advisory services and discloses any conflicts of interest to clients. The firm's investment strategies are based on fundamental analysis, aiming to maximize after-tax returns by focusing on transparency, income generation, and risk minimization. Clients receive regular account reviews and performance reports, and the firm does not vote proxies on securities. Shorepoint Capital Partners prioritizes client privacy and security, maintaining strict confidentiality and safeguarding of customer information.