An Independent Fiduciary, Advisor & Asset Manager
Shorebreak Capital, LLC. is structured as a Registered Investment Advisor and fiduciary, catering to individual investors, institutional investors, non-profits and family offices. Download our firm’s brochure here
Investment Approach & Philosophy
Risk Management & Diversification:
Shorebreak Capital utilizes Redwood Investment Management for on-going portfolio management for the following Risk-Calibrated Portfolios: 5 -8%, 8-12%, 12-17%, 17-25%. Each portfolio is engineered to meet the following drawdown perimeters with 95% probability. In addition, we offer Co-Investment Institutional Interval Funds that allow retail investors to invest along side the largest institutions, acquiring top assets, consistent income, stability, growth and non-correlation to the traded markets. Through our five risk-calibrated portfolios managed by Redwood Investment Management and access to Co-Investment Institutional Interval Funds, our clients are able to maximize growth and maintain optimal risk management, diversification, non-correlation within their portfolios with low advisory fees at only 50bps.
Capturing Growth & Market Opportunities
Each risk-calibrated portfolio is allocated for maximum growth. The growth analysis projection for the following six months is continuously conducted by Redwood Investment Management with 95% probability. Contact us to request our performance report and expected return analysis. Co-Investment Institutional Interval Funds is another essential method to capture growth in the highest quality credit and real estate assets.
Firm History
About Bryan Bourgeois
Bryan Bourgeois
Chief Investment Office &
Principal of Shorebreak Capital.
Shorebreak Capital, LLC., is a Registered Investment Advisor founded in 2016 by Bryan Bourgeois, Principal / CIO. Bryan grad uated from The University of Texas at Austin in 2003 and has twenty years experience in the industry. In 2016, Bryan set up Shorebreak Capi tal, LLC., to become a Registered Investment Advisor and provide fiduciary services and allow his clients and best-in-class investment platform for his clients at the lowest fees possible.
In 2017, Bryan developed The DaVinci Orthopedic Pillow to cure his neck, shoulder and back pain. The pillow has since become a huge global success and is patented in over sixty countries around the world. Use “Shorebreak Capital” for a special 50% off coupon if you would like to try it out!
Advisory Fees & Compensation
The firm’s annual advisory rate is 50bps (0.05%) from $100,000 to $10,000,000. For accounts greater than $10,000,000, please contact us for customized rate. The firm’s account minimum is $100,000.
Average Financial Advisor Fees & Investment Fees Being Charged in 2021
Average Financial Advisor Fees (AUM)
| Investment Amounts | Average Advisor Fees (%) | Annual Advisor Average |
|---|---|---|
| $50,000 | 1.18% | $590 |
| $100,000 | 1.12% | $1120 |
| $150,000 | 1.09% | $1635 |
| $250,000 | 1.07% | $2675 |
| $500,000 | 1.05% | $5250 |
| $1000,000 | 1.02% | $10200 |
| $1500,000 | 0.94% | $14100 |
| $2000,000 | 0.91% | $18200 |
| $2500,000 | 0.88% | $22000 |
| $5000,000 | 0.84% | $42000 |
| $7500,000 | 0.77% | $57750 |
| $10,000,000 | 0.69% | $69000 |
| $20,000,000 | 0.65% | $130000 |
| $30,000,000 | 0.59% | $177000 |