David Tateosian is a registered investment advisor at Sandro Wealth Management LLC, based in San Mateo, CA, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $100M 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% |
The advisory fee rate will be variable depending on the client's total assets under management with Sandro Wealth and level of service. Sandro Wealth may offer discounts to clients on its advisory fee in its sole discretion. Typically, such discounts are based on the services provided as well as the amount of assets under management with Sandro.
Fee Estimator
Location
493 Edgewood Road, San Mateo, CA, 94402
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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
Sandro Wealth Management LLC
Previous Registrations
Sandro Wealth Management LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
First Republic Securities Company, LLC
J.P. Morgan Private Wealth Advisors LLC
First Republic Wealth Advisors, LLC
First Republic Securities Company, LLCBroker
Preferredtrade, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.