Marc Lieberman
CRD Number: 2809763Current Firm: Shorepine Wealth Management, LLC
Compensation Model: Fee Only
Marc Lieberman (CRD# 2809763) is an Investment Advisor Representative working at Shorepine Wealth Management, LLC in Tiburon, CA and has over 22 years of experience in the finance industry.
Marc embodies a unique combination of skills that includes managing portfolios ranging in size from less than $1 Million to over $600 Million, fundamentally analyzing companies as a securities analyst, working in the mutual fund industry and clerking on the floor of the New York Stock Exchange.
Marc specializes in providing objective, independent advice not encumbered by the need to promote any one product or service. He is held to a fiduciary standard as an RIA and will work tirelessly to find and manage the best portfolio for you (the client) not us (the firm). He works in a conflict free environment providing his services on a fee-only basis in the most efficient manner possible. Because not only is that the best thing for you, it’s the right thing.
Marc lives in Mill Valley with his wife Jill, his two sons Nate and Ryan and his strongest advocate, a black lab named Cooper.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
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Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shorepine Wealth Management, LLC | Tiburon, CA | Feb 2017 - Current | 7 |
| Ashfield Capital Partners, LLC | San Francisco, CA | Jan 2007 - Jan 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
- CA
- LA
-
Total Assets Under Management44MILLIONS
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Total Number of Accounts183ACCOUNTS
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Average Account Value$239,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, LA
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