Igor Lotsvin is a CFA-designated registered investment advisor at Sage Rhino Capital LLC, based in Menlo Park, CA, with 18 years of industry experience. Igor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 192 clients with $790M in assets under management.
Compensation
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Fee Structure
Sage Rhino Capital offers asset management services where they manage your investments and provide financial planning. The maximum annual fee is 1.50% of your portfolio, billed monthly in advance. This fee is negotiable. If Sage Rhino Capital uses a third-party investment advisor to help manage your portfolio, you'll pay an additional fee up to 1.00%, but the combined fees will not exceed 2.50%.
Location
101 Jefferson Drive, Menlo Park, CA, 94025
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Regulatory History (1)
Employment Separation After Allegations
December 2017Employment History
Current Registrations
Sage Rhino Capital LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Soma Asset Management 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.