Leon Shirman is a CFA-designated registered investment advisor at Emerald Hills Capital, LLC, based in Redwood City, CA, with 14 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the discretion of the Advisor. Qualified Clients may opt to pay a quarterly Performance Fee instead of the Investment Advisory Fee.
Fee Estimator
Location
Redwood City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Emerald Hills Capital, LLC
State Registrations1 state
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