Lyudmila Ter-Avanesyan
Lyudmila Ter-Avanesyan is a registered investment advisor at Grant Private Wealth Management, based in Pleasanton, CA, with 13 years of industry experience. Lyudmila 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 Activities
Lyudmila owns rental properties and acts as a landlord since 2017, dedicating minimal time to this activity. She is also an agent for Glava Realty since 2021, spending minimal time on rental property management.
Employment History
Current Registrations
Grant Private Wealth Management
Previous Registrations
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.