Marc Lieberman is a CFA-designated registered investment advisor at Shorepine Wealth Management, LLC, based in Tiburon, CA, with 18 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 49 clients with $57M 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 $3.0M | 1.20% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
1610 Tiburon Blvd., Suite 202, Tiburon, CA, 94920
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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
Shorepine Wealth Management, LLC
Previous Registrations
Ashfield Capital Partners
Ashfield & CO INC
State Registrations2 states
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