IV
IV

Igor Vuletic

23 Years of Experience
Seattle, WA

Igor Vuletic is a registered investment advisor at Matchpoint Capital Management, LLC, based in Seattle, WA, with 23 years of industry experience. Igor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35 clients with $52M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$52.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable in some instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1201 Second Ave, Suite 900, Seattle, WA, 98101

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Matchpoint Capital Management, LLC
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
January 2003 - November 2008 · 5 yrs 10 mos
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.