Natalie Kassenyeva is a CFA-designated registered investment advisor at Natalie M. Kassenyeva, based in Houston, TX, with 20 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.20% |
| $50M+ | 0.20% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Location
Houston, TX
Get directionsHistory
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
Natalie is a treasury manager at BW Energy, responsible for cash and bank account management. She also joined a group of professional instructors to teach preparatory classes for the Chartered Financial Analyst exam through Rice University in 2023.
Employment History
Current Registrations
Natalie M. Kassenyeva
Previous Registrations
Natalie M. Kassenyeva
Paul Comstock Partners
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.