Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
5121 Zuck Road, Erie, PA, 16506
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the Chief Compliance Officer for HBK Sorce Advisory and Park Shore Partners LLC, and HBK Sorce Brokerage LLC. He also oversees the insurance department as President of HBK Sorce Insurance LLC and provides asset management services to UP Strategic Wealth Investments Advisors LLC, and back office services to Pinion Wealth Management. Michael also works as an attorney doing legal consulting.