Laurean Nardone
Laurean Nardone is a CFP-designated registered investment advisor at Shira Ridge Wealth Management, based in Larkspur, CA, with 25 years of industry experience. Laurean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 278 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M+ | 0.40% |
Fees may be negotiable. For accounts smaller than $10,000 there may be a minimum annual fee of $60.
Fee Estimator
Location
100 Larkspur Landing Circle, Suite #203, Larkspur, CA, 94939
Get directionsHistory
Regulatory History
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
Laurean sells fixed annuities, life insurance, and long-term care to clients through Shira Ridge Wealth Management, dedicating about 10-20% of their time. Laurean also owns rental real estate and serves on several boards of directors, spending minimal time on each.
Employment History
Current Registrations
Shira Ridge Wealth Management
Previous Registrations
LPL Financial LLC
Genworth Financial Advisers Corporation
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.