Joel Beam
Joel Beam is a registered investment advisor at East Shore Investment Management LLC, based in San Francisco, CA, with 2 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, Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
220 Montgomery Street, Suite 691, San Francisco, CA, 94104
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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
Joel is the Managing Member of HV Capital LLC, which owns ESIM and holds his personal investments. He does not engage in these activities during trading hours.
Employment History
Current Registrations
East Shore Investment Management LLC
State Registrations1 state
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