Heidi Morshead is a registered investment advisor at Shira Ridge Wealth Management, based in San Rafael, CA, with 18 years of industry experience. Heidi 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
999 Fifth Avenue, Suite 590, San Rafael, CA, 94901
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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 Activities
Heidi is involved with Heidi Morshead Consulting and real estate activities since 2011, dedicating about 10% of her time. This activity is not investment-related.
Employment History
Current Registrations
Shira Ridge Wealth Management
Previous Registrations
LPL Financial LLC
Portsmouth Financial Services
State Registrations1 state
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