Ivan Nalibotsky
Ivan Nalibotsky is a ChFC-designated registered investment advisor at Regal Investment Advisors LLC, based in Potomac, MD, with 17 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.
Fee Estimator
Location
Potomac, MD
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Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Ivan is a licensed insurance agent through GamePlan and Health Markets, acting as an agent for a national health brokerage firm. He dedicates about a quarter of his time to fielding calls from Maryland residents needing health insurance.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Eagle Strategies LLC
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.
Exams
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