Dusan Zachystal
Dusan Zachystal is a CFA, CFP-designated registered investment advisor at International Asset Management, based in Emerald Hills, CA, with 23 years of industry experience. Dusan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 149 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
International Asset Management offers several investment management options:
- Portfolio Management: Fees are based on the amount of your portfolio:
- 1.5% per year on the portion of your portfolio under $500,000
- 1.25% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
- Portfolio Advisory: Fees are the greater of $2,000/year or:
- 1.00% per year on the portion of your portfolio under $1,000,000
- 0.85% per year on the portion of your portfolio between $1,000,000 and $2,000,000
- 0.70% per year on the portion of your portfolio over $2,000,000
- Comprehensive Service: Fees are based on the amount of your portfolio:
- 2.0% per year on the portion of your portfolio under $500,000
- 1.5% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
Former clients of Odyssey Wealth Management pay 0.75% per year. EuroAmerican Financial Advisors clients pay 0.5% per year. Some clients may qualify for a performance-based fee structure.
Location
Emerald Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Dusan provides UK pension consulting services to US resident clients. He may also refer these clients to UK pension transfer and management firms.
Employment History
Current Registrations
International Asset Management
Previous Registrations
Alan Biller and Associates
Individual Asset Management, INC
State Registrations2 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.