Tanya Steinhofer
Tanya Steinhofer is a CFA, CFP-designated registered investment advisor at Redwood Grove Wealth Management, based in San Rafael, CA, with 19 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 71 clients with $130M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee Estimator
Location
3950 Civic Center Dr., Suite 210, San Rafael, CA, 94903
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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
Redwood Grove Wealth Management
Previous Registrations
Wetherby Asset Management
State Registrations2 states
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