Vitaliy Katsenelson
Vitaliy Katsenelson is a CFA-designated registered investment advisor at Investment Management Associates, based in Greenwood Village, CO, with 25 years of industry experience. Vitaliy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 335 clients with $570M 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 - $2.0M | 1.25% |
| $2.0M - $6.0M | 1.00% |
| $6M+ | 1.00% |
Fees are negotiable for accounts above $6 million. For accounts between $1 million and $2 million, the fee is 1.25% on the first $1 million and 1% on the portion above $1 million.
Fee Estimator
Location
5690 Dtc Blvd, Suite 140W, Greenwood Village, CO, 80111
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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 →Other Business Activities
Vitaliy writes a monthly column under contract to Institutional Investor, dedicating a few hours per week. He also writes unpaid articles for other organizations or his personal website.
Employment History
Current Registrations
Investment Management Associates
State Registrations2 states
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