Tanya Rapacz
Tanya Rapacz is a CFP-designated registered investment advisor at The Advisory Group of San Francisco, LLC, based in Ellicott City, MD, with 16 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 142 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGSF offers investment management services to individuals and institutions. The annual fee typically ranges from 0.35% to 1.10% of the value of your portfolio. The standard minimum annual fee for institutional clients is $30,000, or $15,000. For the WealthStep Portfolio program, the annual fee is 0.85% of assets. AGSF requires a minimum asset value of $100,000 for the WealthStep Portfolio program.
Location
Ellicott City, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tanya is the owner/mediator of The Partnership Resource since 2012, providing consulting to business partners in areas like mergers and conflict resolution. This takes a significant amount of Tanya's time, about half her time, during trading hours.
Employment History
Current Registrations
The Advisory Group of San Francisco, LLC
Previous Registrations
Arthur Stein Financial, LLC
Compass Wealth Management, LLC
Garnet Group LLC
Smith Rapacz, LLC
State Registrations1 state
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.