Lior Rusinek is a registered investment advisor at 147th Group LLC, based in Boca Raton, FL, with 38 years of industry experience. Lior operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees negotiable for accounts over $20,000,000. 147th Group also offers a performance-based fee schedule for qualified clients, which includes an annual fee of 1% of assets under management and a 10% performance fee based on capital appreciation.
Fee Estimator
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Employment History
Current Registrations
147th Group LLC
Previous Registrations
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State Registrations3 states
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