Nella Zelensky
Nella Zelensky is a registered investment advisor at Fairport Advisors, INC., based in Boca Raton, FL, with 22 years of industry experience. Their practice areas include Business Owners, Investment Management. Their firm serves 62 clients with $55M 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 $500K | 2.00% |
| $500K - $2.0M | 1.70% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fee is negotiable for $10,000,000 Plus
Fee Estimator
Location
150 E. Palmetto Park Road, S. 800, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nella holds life and health insurance, dedicating a few hours per week to this activity. She also has a real estate license and is a compliance officer at Fairport Capital Inc, and is a co-founder of a divorce financial planning firm.
Employment History
Current Registrations
Fairport Advisors, INC.
Fairport Capital, INC.Broker
Previous Registrations
Miraberg Wealth LLC
Ls Securities, LLCBroker
Summit Financial, LLC
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
Swiss Allied Wealth Management, LLC
Windsor Street Capital, LPBroker
Fairport Capital, INC.Broker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
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.