Lili Vasileff is a CFP-designated registered investment advisor at Wealth Protection Management, based in Woodbridge, CT, with 16 years of industry experience. Lili operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Protection Management offers investment management services, which can be engaged as a standalone service. Clients can have the firm design or analyze an investment portfolio, or provide ongoing consultation. The hourly rate for these services is $400 with a four-hour minimum. Alternatively, clients can engage the firm to manage assets with authority to make trades, billed as a percentage of the assets managed. This percentage generally varies between 0.80% and 1.50% per year, and is calculated and billed at least semi-annually. There is no minimum annual fee. The firm generally requires a $500,000 minimum for investment management services, but this may be waived or modified.
Location
Woodbridge, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wealth Protection Management is Lili's primary business name for her RIA, and a DBA of Divorce and Money Matters. Divorce and Money Matters provides divorce financial planning services on a fee-only, hourly basis, including financial analyses, expert testimony, and divorce mediation.
Employment History
Current Registrations
Wealth Protection Management
State Registrations1 state
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