Youri Bujko is a registered investment advisor at Thalassa Capital LLC, based in Bend, OR, with 27 years of industry experience. Youri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 70 clients with $96M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
70 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$96.3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
63205 Gibson Air Road, #44, Bend, OR, 97701
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2001Denied
Employment History
Current Registrations
Thalassa Capital LLC
May 2006 - Present · 20 yrs
Previous Registrations
UBS Financial Services INC.
February 1999 - May 2006 · 7 yrs 3 mos
State Registrations2 states
CAOR
Advisor
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.