William Goldenberg
William Goldenberg is a registered investment advisor at Shoreline Capital Corporation, based in Boothbay Harbor, ME, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable for clients with assets greater than $10 million.
Fee Estimator
Location
11 Granary Way, Boothbay Harbor, ME, 04538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shoreline Capital Corporation
State Registrations2 states
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