AP
AP

Antoine Piron

18 Years of Experience
San Francisco, CA

Antoine Piron is a registered investment advisor at Transatlantique Private Wealth LLC, based in San Francisco, CA, with 18 years of industry experience. Antoine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, High Net Worth, Investment Management. Their firm serves 334 clients with $680M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
334 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$676.2M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees on assets over $10 million are negotiable. Different rates apply for assets managed under TPW’s Transatlantique Allocation Yield strategy and for the Municipal Bond asset class.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

114 Sansome Street, Suite 280, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Transatlantique Private Wealth LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Quasar Distributors, LLCBroker
October 2013 - July 2019 · 5 yrs 9 mos
Goldman, Sachs & CO.Broker
January 2011 - April 2013 · 2 yrs 3 mos
Presidio Capital Advisors, LLCBroker
June 2008 - September 2010 · 2 yrs 3 mos
Sanford C. Bernstein & CO., LLCBroker
October 2005 - January 2008 · 2 yrs 3 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
Antoine Piron - Financial Advisor | TrueAdvisor