Dmitri Zapolskikh
Dmitri Zapolskikh is a registered investment advisor at Mission Prime LLC, based in Guaynabo, PR, with 17 years of industry experience. Dmitri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $2.3B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Fees are generally negotiable. Mission Prime LLC will receive its standard fee on top of the fee paid to the third party advisor.
Fee Estimator
Location
7 Calle Tabanuco, Suite 105-1593, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Dmitri is a licensed insurance agent and investment manager for Guardian Insurance, dedicating a few hours per week. He also works as an outside consultant for Royalty Fund Mechanized Local and as a Senior Investment Strategist for Consultiva Wealth Management full-time.
Employment History
Current Registrations
Mission Prime LLC
Previous Registrations
Consultiva Wealth Management, CORP.
Huntleigh Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
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.