Ilan Tsapovski
Ilan Tsapovski is a registered investment advisor at LPL Financial LLC, based in Brooklyn, NY, with 18 years of industry experience. Ilan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1501 86th Street, Brooklyn, NY, 11228
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Ilan operates INT Private Wealth Management as a DBA for their LPL business, dedicating full-time hours to it. He is also a board member for 6917 Shore Road Condominiums and involved in real estate rental through 6917 SHORE ROAD LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pruco Securities, LLC.Broker
Cantor Fitzgerald & CO.Broker
Bridge Trading CompanyBroker
Instinet CorporationBroker
State Registrations9 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.
Exams
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