AW

Anthony Brent Wauterlek

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Park Shore's fees consist of an asset-based management fee and a performance fee. For the Opportunity Funds, the quarterly management fee is 0.25% of assets under management (1.0% per annum). They also charge an incentive fee equal to 10% of the net increase in the net asset value of the investments in the Opportunity Funds. The minimum investment in the Opportunity Funds is $500,000. For the MAS Fund, the quarterly management fee is 0.1875% of assets under management (0.75% per annum), and there is also an incentive fee. The minimum investment in a MAS Fund is $100,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

3838 Tamiami Trail N, Suite 100, Naples, FL, 34103

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is a portfolio manager at Park Shore Partners LLC, a hedge fund, dedicating nearly full-time hours to this role. He also works as a financial advisor and investment advisor representative at HBKS Wealth Advisors, spending about 10-20% of his time there.

Employment History
Current Registrations
Park Shore Partners LLC
September 2008 - Present · 17 yrs 4 mos
Hbks Wealth Advisors
June 2001 - Present · 24 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Anthony Brent Wauterlek - Financial Advisor | AdvisorDiscover