New Shore Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Shore Financial is an independent, state-registered advisory firm that serves individuals (including high-net-worth clients), trusts, and estates with discretionary wealth management and complementary financial planning. Services include ongoing portfolio management, one-time or project-based planning engagements, and referrals to accountants, attorneys, or other specialists when appropriate.
The firm builds customized portfolios primarily using ETFs and mutual funds and employs fundamental analysis with a generally long-term, low-turnover orientation; it may rebalance, use cash strategically, and retain legacy holdings for tax or portfolio-fit reasons. Implementation can be direct or through third‑party independent managers and a turnkey asset management platform, with the firm performing initial and ongoing oversight of any external managers it uses.
Noteworthy for a solo advisory practice, the firm manages roughly $14 million for a small client base and also advises on additional assets that are not under its regular management, reflecting a high asset concentration per client. It maintains an institutional custody and platform relationship that provides operational and platform services (including access to a TAMP), a dynamic the firm discloses and addresses through its policies and client disclosures.
Client services
Expertise
Fee options
One-time financial planning service fee of $5,000; ongoing financial planning service fixed fees ($6,000-$10,000 annually)
$0 - $800,000: N/A (minimum $8,000 annual fee applies) $800,001 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.80% annually $4,000,001+: 0.60% annually
Account minimum: $800,000 Minimum fee: $8,000 annual minimum fee for wealth management services Fee-only: Ongoing financial planning fixed fees ranging from $6,000 to $10,000 annually, with $1,500 upfront fee; one-time financial planning fixed fee of $5,000
Main office
513 South Street, Suite 201
Wrentham MA 02093
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Danson, Susan · New Shore Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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