Roman Mordkovich is a CFA-designated registered investment advisor at Mordkovich Capital, LLC, based in Westfield, NJ, with 12 years of industry experience. Roman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $24M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable. Accredited investors may also be charged a performance-based fee of 10% of net profits above a high-water mark.
Fee Estimator
Location
Westfield, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mordkovich Capital, LLC
State Registrations1 state
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