IK
IK

Igor Kokorine

2 Years of Experience
Brooklyn, NY
Sells Insurance

Igor Kokorine is a registered investment advisor at Icn Holding, based in Brooklyn, NY, with 2 years of industry experience. Igor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 797 clients with $36M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
797 clients
Average Client Portfolio
$45K average
Assets Under Management
$35.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

USICN provides investment management services, charging a percentage of the assets they manage or review. The fees typically range from 1% to 2% annually, and are negotiable based on factors like the client's financial situation, the amount of assets, and the complexity of the services. Fees are billed quarterly, based on the account value at the end of the quarter.

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Location

1047 Brighton Beach Avenue, Brooklyn, NY, 11235

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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.

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Other Business ActivitiesSells Insurance

Igor is a co-owner of Worldwide Associates, Inc., offering international health and life insurance to non-US residents, dedicating about 10% of his time. He is also a sole proprietor of Bridge 21 LLC and works as a lector/professor, dedicating minimal time to each.

Employment History
Current Registrations
Icn Holding
May 2023 - Present · 3 yrs
State Registrations1 state
NJ
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.
Igor Kokorine - Financial Advisor | TrueAdvisor