Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $25.0M1.00%
$25M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Two Embarcadero Center, 8th Floor, San Francisco, CA, 94111

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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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Employment History
Current Registrations
Stansberry Asset Management, LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
March 2011 - June 2012 · 1 yr 3 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Tomislav Vatavuk - Financial Advisor | TrueAdvisor