Jeffrey Boris is a registered investment advisor at Litvak Wealth, LLC, based in Norwalk, CT, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 75 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Litvak Wealth charges a percentage of your portfolio annually for investment management. The specific rate can vary depending on the size and complexity of your account, up to a maximum of 1.50% per year. Clients with limited scope service are typically charged a lower fee. Fees are calculated at the end of each quarter. The fees may be negotiable at Litvak's discretion.
Location
50 Washington Street, Suite 301E, Norwalk, CT, 06854
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a consultant at Litvak Solutions, LLC, a consulting business providing non-advisory support services to businesses and high net worth individuals since 2014. This takes minimal time.
Employment History
Current Registrations
Litvak Wealth, LLC
State Registrations2 states
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