Egor Rybakov
Egor Rybakov is a CFA-designated registered investment advisor at Montrusco Bolton Investments INC., based in Newport Beach, CA, with 12 years of industry experience. Egor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 365 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Montrusco Bolton charges an annual fee based on a percentage of the assets they manage for you. This fee typically ranges from 0.20% to 1.12%, depending on the type of investment and the amount you invest. The fee is negotiable at Montrusco Bolton's discretion, except for fund-level fees. You'll be invoiced or your account will be debited at the end of each calendar quarter, with fees calculated monthly based on the value of your portfolio.
Location
4343 Von Karman Ave, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Montrusco Bolton Investments INC.
Previous Registrations
Penserra Global Investors LLC
Blue Zone Global Investors
Rmb Capital Management
Edge Asset Management, INC.
Pacific Income Advisers INC
Santa Barbara Asset Management, LLC
Tradewinds Global Investors, 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.