Nancy Tonachio is a registered investment advisor at Beckerman Wealth, based in New York, NY, with 5 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 175 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.50% to 1.00% per annum.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy is a law partner at Meyers Meyers & Tonachio, providing legal services in a general practice law firm since 1994. Her practice areas include trusts and estates, real estate, and business law.
Employment History
Current Registrations
Beckerman Wealth
State Registrations1 state
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