Nikifor Paunov
Nikifor Paunov is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 26 years of industry experience. Nikifor 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 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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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
Nikifor is an insurance agent with Actus Wealth Strategies, offering various insurance products, dedicating a few hours per week. He is also a partner in Bogatti LLC, a forensic accounting and fraud examination company, spending a few hours per week.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Cornerstone Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cabana Asset Management
Trax Advisors Plc
Brokersxpress LLCBroker
Brokersxpress LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Cabana, LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Joseph Charles & Assoc., 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.