Iakov Pevzner is a CFP-designated registered investment advisor at Gotham Block, LLC, based in New York, NY, with 5 years of industry experience. Iakov operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Minimum annual fee of $2,400 for investment management only, waived for ongoing planning clients. Investment management fees may be offset by ongoing financial planning fees. A fee of 2% is charged to provide advice on private, illiquid investments. Fees may be negotiable.
Fee Estimator
Location
99 Wall Street, Suite 439, New York, NY, 10005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gotham Block, LLC
State Registrations1 state
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