Shira Ridge Wealth Management

Wealth Management Firm in Larkspur, CA

Firm Info
Address: 100 Larkspur Landing Cir, Larkspur, CA 94939, USA
Phone: (415) 721-0275

Firm Size
Assets Under Management: $244.3 million
# of Advisors: 2
# of Clients: 674
Client to Advisor Ratio: 337:1
Average Account Size: $362,447
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Shira Ridge Wealth Management Overview

Shira Ridge Wealth Management is a registered investment advisory firm that specializes in providing investment advice and financial planning services. Based in Larkspur, CA, the firm has been in business since 2018, and is committed to helping individuals and small businesses achieve their financial goals. The firm follows a fee-only arrangement, meaning that it only charges a fee for its services and does not receive any commissions or incentives from any investments it recommends. This ensures that their recommendations are always in the best interest of their clients. As an insurance broker and agent, the firm is uniquely positioned to provide investment advice that takes into account a client's overall financial profile, including their insurance needs. Shira Ridge Wealth Management offers portfolio management for individuals and small businesses, with a focus on long-term investment strategies that maximizes growth while minimizing risk. Overall, Shira Ridge Wealth Management is a reputable and reliable investment advisory firm that provides comprehensive financial planning and portfolio management services. With a commitment to transparency, integrity, and a long-term view, the firm is well-positioned to help its clients achieve their financial goals.

Shira Ridge Wealth Management serves a diverse array of clients, ranging from individual investors seeking personalized financial guidance to high net worth individuals with complex investment portfolios. Pension and profit sharing plans may also benefit from the firm's expertise in managing retirement assets. Each client's unique needs are carefully assessed to ensure they receive tailored advice and strategies that align with their financial goals. When it comes to fee structures, Shira Ridge Wealth Management offers a percentage of assets under management (AUM) arrangement for their investment management services. This means that clients pay a fee based on the total amount of assets the firm is managing on their behalf, which is typically a percentage of the market value. This structure incentivizes the firm to grow the client's portfolio, as the larger the portfolio, the larger the fee. However, the firm is committed to providing transparent fee disclosures and acting in their clients' best interests.

Typical Clients, Fee Structures & Investment Minimum

. According to the note on investment minimums in their Part 2 Brochure, Shira Ridge Wealth Management typically requires an initial minimum investment of $1,000,000 for management services.

How This Office Can Help Larkspur, CA Residents

Shira Ridge Wealth Management is a trusted financial advisory firm that provides expert assistance to clients in Larkspur, CA. The company specializes in helping individuals and families reach their financial goals and achieve long-term financial stability. The advisors at Shira Ridge Wealth Management have extensive experience working with clients in all types of financial situations, from saving for retirement to investing in stocks and bonds. Living in Larkspur, CA, individuals and families may face various financial challenges such as saving up for a down payment on a home, paying off student loans, and investing for retirement. Shira Ridge Wealth Management's team of financial experts can help clients navigate these challenges with customized financial planning services that are tailored to their unique needs. They can help individuals and families save for their children's college education, pay off debt more quickly, and invest in a diversified portfolio of low-risk assets. By working closely with clients, Shira Ridge Wealth Management can help them achieve their financial goals and live the life they've always dreamed of.

To view the Minimum Investment and Fee Schedule for Shira Ridge Wealth Management, visit their Part 2 Brochure.

Services Offered by Shira Ridge Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Shira Ridge Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 100 Larkspur Landing Cir, Larkspur, CA 94939, USA
Phone (415) 721-0275
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Shira Ridge Wealth Management is registered to service clients in the following states:

  • California
  • Texas

Disciplinary History

Shira Ridge Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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