There are no guarantees that working with an adviser will yield positive returns.
Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Not review the ongoing performance of any RIA/IAR, participate in the management of any user’sĪccount by an RIA/IAR or provide advice regarding specific investments Platform based on information gathered from users through our online questionnaire. Investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching Services are limited to referring users to third party registered investment advisers and/or Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles.
Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data However, fees billed by Iconiq Capital, LLC can include any blend of asset-based, fixed and performance-based fees. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services.įees charged by financial advisors largely vary depending on which services the firm provides the client. Of its 1,276 client accounts, 54% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm advises 49 charities and foundations. It oversees $89 billion in assets across its 1,276 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. It has offices in two locations and a total of 378 employees. Iconiq Capital, LLC is a financial advisory business that has its headquarters in San Francisco, California.
Bednarz has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in California. Their career trajectory has included roles at Goldman Sachs, University Of Notre Dame, Marin Academy and Iconiq Capital. Tessa Bednarz is a financial advisor operating in San Francisco, California, with 12 years of work experience.