Advisor at Tamarind Financial Planning
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Firm
Tamarind Financial Planning
Location
San Mateo, CA 94403
Credentials
CFP®, CFA®
Industry experience
16 years
Emilie Goldman is a CFP® and CFA® with 16 years of experience in financial planning. She has been with Tamarind Financial Planning since 2010. The firm serves individual clients, including both high-net-worth and non-HNW individuals, offering fee-only financial planning, portfolio reviews, project-based advice, and pension consulting. Tamarind emphasizes asset allocation based on Modern Portfolio Theory and relies on third-party sub-advisers for discretionary portfolio management.
Based on Tamarind Financial Planning
Based on Tamarind Financial Planning
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Project-based financial advice charged on an hourly basis up to $600/hour with a minimum 3 hours.
Account minimum: $1,000,000 (minimum annual fee waived if client has at least $1,000,000 under management) Minimum fee: Minimum annual fee of $10,000 for clients receiving both financial planning and investment management services, applied quarterly and charged in advance. This minimum fee may be waived if client has at least $1,000,000 under management. Fee-only: Financial planning services offered on a fee-only basis, including one-time plan development fees of $4,000 - $10,000 and ongoing planning fees between $4,000 and $10,000 annually.
1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
California
Tamarind Financial Planning
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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