Taras Zatvarskiy is a registered investment advisor at Grant Private Wealth Management, based in Pleasanton, CA. Taras 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Grant Private Wealth Management
State Registrations2 states
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