Natasha Koprivica
Natasha Koprivica is a registered investment advisor at Clearbrook Investment Consulting LLC, based in Providence, RI, with 16 years of industry experience. Natasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearbrook Investment Consulting negotiates its fees with individual clients based on factors like account size, number of managers involved, and the amount of work expected. Fees are based on a percentage of assets under management or advisement, hourly charges, and fixed fees. Asset-based fees typically range between 0.03% and 0.25% per year on a sliding scale. All fees are negotiable and subject to change.
Location
Providence, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Natasha is the owner of Fibonacci Capital Advisors LLC, providing strategic marketing consulting services, and an independent contractor for Clearbook Global Advisors LLC. She also works as a consultant for Venus Capital Management and an advisory board member for Tendonova Corporation, and is an independent contractor doing institutional sales for Clearbrook Investment Consulting.
Employment History
Current Registrations
Clearbrook Investment Consulting LLC
Profor AdvisorsBroker
Profor Advisors
Previous Registrations
Managed Account Services, LLCBroker
Race Rock Capital LLCBroker
Brimberg & CO.Broker
Amerimutual Funds Distributor, INC.Broker
Cantella & CO., INC.Broker
Wallstreet Electronica, INC.Broker
Lombard Securities IncorporatedBroker
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.