Gregg Shamberg
Gregg Shamberg is a registered investment advisor at Mulberry Capital Management LLC, based in Highland Park, IL, with 13 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.70% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
Highland Park, IL
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Regulatory History
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
Mulberry Capital Management LLC
Previous Registrations
Peak6 Capital Management LLCBroker
State Registrations1 state
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