Shai Weinbaum is a registered investment advisor at Shai Weinbaum Investment Management, based in Poulsbo, WA, with 5 years of industry experience. Shai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 6 clients with $420K 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 and minimum balance requirement are negotiable on a client-by-client basis.
Fee Estimator
Location
Poulsbo, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shai Weinbaum Investment Management
State Registrations1 state
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