BAYSHORE FINANCIAL SOLUTIONS, LLC

Overview

Bayshore Financial Solutions, LLC operates as an independent registered investment adviser focused on individuals and families, with a service offering that combines financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars. The firm charges clients via a combination of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis, so portfolio decisions are made under agreed mandates rather than on an advisory-only, non-discretionary basis. Investment activity centers on publicly traded pooled products, with the firm directing most client assets into mutual funds and other public funds. Bayshore does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant. The adviser is owner-operated (individual owner type) and classifies itself as an independent RIA rather than a broker-dealer or family office, though its client base includes high-net-worth individuals and family relationships.

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