Grant Ter-Avanesyan
Grant Ter-Avanesyan is a CFP-designated registered investment advisor at Grant Private Wealth Management, based in Pleasanton, CA, with 18 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 211 clients with $200M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees are for Equity/Blended allocation. For Fixed Income only, the fees are: First $999,999: 1.00%; Next $1,000,000 - $2,999,999: 0.90%; Next $3,000,000 - $4,999,999: 0.80%; Next $5,000,000 - $9,999,999: 0.70%; Over $10,000,000: Negotiable. Annual fee may be negotiable.
Fee Estimator
Location
4683 Chabot Drive, Suite 101, Pleasanton, CA, 94588
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2018Other Business ActivitiesSells Insurance
Grant is a provider for In Home Supportive Services, refers clients for insurance needs through Oli Insurance Services, refers clients to other professionals, is an agent for Glava Realty rental properties, and is a managing member of Leo Development real estate development. He spends a few hours per week on insurance referrals.
Employment History
Current Registrations
Grant Private Wealth Management
Previous Registrations
Strategic Advisers, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 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.