Advisor at Elmwood Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elmwood Wealth Management
Location
Berkeley, CA 94710
Credentials
CFP®
Industry experience
13 years
Shannon Lemon is a CFP® professional with 13 years of experience in financial advising. She has been with Elmwood Wealth Management since 2012. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm that serves individuals, trusts, estates, donor-advised funds, and retirement plans. The firm offers discretionary and non-discretionary portfolio management combined with financial planning, employing a total-return, long-term investment approach through actively managed and ETF-based service models.
Based on Elmwood Wealth Management
Based on Elmwood Wealth Management
Based on Elmwood Wealth Management
$0 - $2,000,000: 1.00% annually (Full-Service Offering) $2,000,001 - $5,000,000: 0.80% annually (Full-Service Offering) $5,000,001 - $10,000,000: 0.50% annually (Full-Service Offering) $10,000,000+: Subject to negotiation (Full-Service Offering) $0 - $2,000,000: 0.75% annually (Core Service Offering, Year 1) $2,000,001 - $5,000,000: 0.60% annually (Core Service Offering, Year 1) $5,000,001+: 0.40% annually (Core Service Offering, Year 1) $0 - $2,000,000: 0.75% annually (Core Service Offering, Year 2 and forward) $2,000,001 - $5,000,000: 0.60% annually (Core Service Offering, Year 2 and forward) $5,000,001+: 0.40% annually (Core Service Offering, Year 2 and forward)
$225/hour (Professional Adviser); $95/hour (Staff); applicable for additional financial planning and scheduled meetings beyond first year Core Service Offering
Account minimum: $1,000,000 Minimum fee: Full-Service: $10,000 annually; Core Service: $7,500 annually; Fixed Income: $2,500 annually Fee-only: Comprehensive one-time financial plan: $3,000-$5,000; Hourly rates: $225/hour for professional adviser, $95/hour for staff
2027 Fourth Street, Suite C
Berkeley, CA 94710
California · Texas
Elmwood Wealth Management
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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