IF
IF
Ivan Feinseth
32 Years of Experience
North Caldwell, NJ
4 DisclosuresBroker
Ivan Feinseth is a registered investment advisor at Tigress Financial Partners LLC, based in North Caldwell, NJ, with 32 years of industry experience. Ivan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 15 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
15 clients
Average Client Portfolio
$856K average
Assets Under Management
$12.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
North Caldwell, NJ
Get directionsHistory
Regulatory History (4)
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Customer Dispute
June 2003Denied
Customer Dispute
October 2002Settled
Customer Dispute
July 2001Denied
Customer Dispute
February 1999Denied
Employment History
Current Registrations
Tigress Financial Partners LLC
September 2019 - Present · 7 yrs 1 mo
Tigress Financial Partners, LLC
November 2011 - Present · 14 yrs 11 mos
Tigress Financial Partners, LLCBroker
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Icm Capital Markets LTD.Broker
February 2011 - July 2011 · 5 mos
Concept Capital Markets, LLCBroker
November 2010 - November 2010 · 0 mos
Sanders Morris Harris INC.Broker
July 2010 - November 2010 · 4 mos
Matrix U.S.A., LLCBroker
July 2004 - May 2007 · 2 yrs 10 mos
The Shattan Group LLCBroker
March 2003 - December 2003 · 9 mos
Wachovia Securities, INC.Broker
October 1999 - January 2003 · 3 yrs 3 mos
First Union Capital Markets CORP.Broker
February 1999 - October 1999 · 8 mos
Cibc Oppenheimer CORP.Broker
April 1998 - January 1999 · 9 mos
Axiom Capital Management, INC.Broker
April 1997 - April 1998 · 1 yr
Bear, Stearns & CO. INC.Broker
June 1995 - April 1997 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1989 - June 1995 · 5 yrs 11 mos
State Registrations12 states
CACOCTDCFLMDMNNJNYSCTXWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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