Nicole Tanenbaum
Nicole Tanenbaum is a registered investment advisor at Chequers Financial Management LLC, based in San Francisco, CA, with 8 years of industry experience. Nicole 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, High Net Worth, and 3 more. Their firm serves 246 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chequers Financial offers investment management services for an annual fee based on the value of your portfolio. The fee will not exceed 1.50% per year. The fee is calculated quarterly, and may be negotiable.
Location
434 Jackson Street, Suite A, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Chequers Financial Management LLC
State Registrations1 state
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