Bayshore Wealth Advisors has provided advisory services since 2007 and is owned by the Bustamante family. Portfolios consist mainly of passively managed, no-load mutual funds and ETFs, with customized bond ladders for fixed income; qualified clients may also be allocated to private funds. Individual bond portfolios are managed by an outside fixed income manager, Focus Partners Advisor Solutions.
Overview
- Headquarters
- Coral Gables, FL
- Total Firm Assets
- $740 million
- Average High-Net-Worth Client Portfolio Size
- $7.4 million
- Stated Minimum Account Size
- $2,000,000
Recent Rankings
Fee Disclosure
Source: BAYSHORE WEALTH ADVISORS FORM ADV PART 2A (2025-03-03)
· View brochure text
Latest filing: BAYSHORE WEALTH ADVISORS FORM ADV PART 2A (2026-03-11)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | $265,000 | 0.53% |
| $100 million | $515,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 94.24%
- Number of High-Net-Worth Clients
- 94
- Total Client Accounts
- 419
- Discretionary Accounts
- 417
- Non-Discretionary Accounts
- 2
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 144191
- BAYSHORE WEALTH ADVISORS FORM ADV PART 2A (2026-03-11) · View brochure text
- BAYSHORE WEALTH ADVISORS FORM ADV PART 2A (2025-03-03) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗