Tatiana Tsoir
Tatiana Tsoir is a registered investment advisor at Innovative Private Wealth Management INC., based in Mount Kisco, NY, with 4 years of industry experience. Tatiana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 381 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPWM's wealth management fees are billed monthly, in advance, based on the value of your portfolio. The annual fee can range up to 2.00% of the assets they manage. For illiquid alternative investments held at Kingdom Trust, the management fee is a flat 1.00%. Fees are negotiable based on factors like the amount you invest and the complexity of your financial situation. This fee does not include brokerage commissions or transaction fees.
Location
Mount Kisco, NY
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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 →Other Business ActivitiesSells Insurance
Tatiana is involved in several outside business activities, including business coaching, authorship, creating educational content, and M&A consulting. Tatiana also works as an independent insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Innovative Private Wealth Management INC.
Previous Registrations
Tlg Advisors, INC.
Financial Gravity Family Office Services, LLC
Forta Financial Group, INC.
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.