Anastasia Timineri
Anastasia Timineri is a registered investment advisor at Torrey-Payne Wealth Management, based in Chatsworth, CA, with 1 years of industry experience. Anastasia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 237 clients with $180M 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 | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable based on factors like relationship size, householding, level of service, and trading activity. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
Chatsworth, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Torrey-Payne Wealth Management
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Tlg Advisors, INC.
Raymond James & Associates, INC.Broker
Cuso Financial Services, L.P.Broker
State Registrations1 state
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