Tanya Bird is a CFA-designated registered investment advisor at Acima Private Wealth LLC, based in Richmond, VA, with 10 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 63 clients with $420M 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 - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on account size, complexity, and composition. The firm may also assess a flat annual fee up to $250,000 for ultra-high-net-worth clients.
Fee Estimator
Location
1801 Bayberry Court, Suite 301, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Acima Private Wealth LLC
State Registrations3 states
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.
Exams
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