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Tatiana Tsoir

Innovative Private Wealth Management INC.
4 Years of Experience
Mount Kisco, NY
Sells Insurance
View SEC Summary
View SEC Summary

Tatiana Tsoir is a registered investment advisor at Innovative Private Wealth Management INC., based in Mount Kisco, NY, with 4 years of industry experience. Tatiana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M in assets under management.

Innovative Private Wealth Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
417 clients
Average Client Portfolio
$880K average
Assets Under Management
$367.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.

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

Mount Kisco, NY

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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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Other Business ActivitiesSells Insurance

Tatiana is involved in several outside business activities, including business coaching, authorship, creating educational content, and M&A consulting. Tatiana also works as an independent insurance agent, spending minimal time on this activity.

Employment History
Current Registrations
Innovative Private Wealth Management INC.
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Tlg Advisors, INC.
January 2024 - April 2024 · 3 mos
Financial Gravity Family Office Services, LLC
September 2021 - February 2023 · 1 yr 5 mos
Forta Financial Group, INC.
February 2021 - October 2021 · 8 mos
State Registrations1 state
NY
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.
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