Emilie Goldman is a CFA, CFP-designated registered investment advisor at Tamarind Financial Planning, based in San Mateo, CA, with 17 years of industry experience. Emilie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 50 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Combined financial planning and investment management clients are subject to a $10,000 annual minimum fee, which is waived if portfolio assets reach $1,000,000.
Fee Estimator
Contact
Emilie Goldman
Location
1900 S. Norfolk Street, Suite 350, San Mateo, CA, 94403
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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 →Employment History
Current Registrations
Tamarind Financial Planning
Previous Registrations
Blue Oak Capital LLC
State Registrations2 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.
Exams
Additional Information
Emilie’s “A Ha,” career moment…
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