Joel Shulman is a CFA-designated registered investment advisor at Entrepreneurshares LLC, based in Boston, MA, with 8 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $45M 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 $20.0M | 0.99% |
| $20M+ | 0.99% |
Fees are negotiable for accounts over $20 million or platforms with small accounts that in the aggregate are of substantial size.
Fee Estimator
Location
175 Federal Street, Suite 875, Boston, MA, 02110
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 Activities
Joel is a Professor of Entrepreneurship at Babson College since 1984. He dedicates about a quarter of his time to this role, including a few hours per week during securities trading hours.
Employment History
Current Registrations
Entrepreneurshares LLC
Seaport Global Advisors, LLC
Capital Impact Advisors
State Registrations1 state
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.