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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
683 clients
Average Client Portfolio
$307K average
Assets Under Management
$209.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $1 million portfolio would cost $10,000 per year. There is no minimum account size required to work with them.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tamalpais Asset Management
August 2022 - Present · 3 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.