Shorepine Wealth Management, LLC

Shorepine Wealth Management, LLC (CRD# 288583) is a financial advisory firm headquartered in , . They manage $43,782,743 in 183 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $239,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Shorepine Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marc W. Lieberman
CRD#: 2809763
1610 Tiburon Blvd., Suite 202, Tiburon, CA 94920

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.

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