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Marc Lieberman

Shorepine Wealth Management

1610 Tiburon Boulevard Suite 202

Belvedere Tiburon, CA 94920

415-888-3954

Trusted advice to protect you from the elements

About Shorepine Wealth Management

Located in Tiburon, CA, Shorepine Wealth Management, LLC advises individuals, foundations and endowments on all aspects of their wealth management. Providing institutional level money management expertise with the care and responsibility you need in todays marketplace is at the core of our passion. As an independent RIA (Registered Investment Advisor), we help our clients achieve their goals in the manner best suited to their unique situation and risk tolerances.

General Information

Firm Start Year

2017

CRD#

2809763

Firm CRD#

288583

States Licensed in

CA, NY, TX, HI, MA

Years of Experience in Financial Services

23

Number of Years with Current Firm

4

I work with the following types of clients

Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types

Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your home, Via Phone, Via Email, At my office, At your office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA®

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Fee % Based on Assets

Varies

Minimum Fee Charged for Managed Accounts

$2500 per year

Education

Bachelor of Science - Socially Responsible Investing

University of Vermont
09/01/1991 - 03/01/1997