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Andrey Danilenko

22 Years of Experience
Monrovia, CA

Andrey Danilenko is a registered investment advisor at Fort Ross Capital Management, LLC, based in Monrovia, CA, with 22 years of industry experience. Andrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
3 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$6.0M

Fee Structure

Investment management only (planning not offered)

FortRoss Capital Management's fees consist of a base fee (up to 2% of your portfolio per year or a flat fee) and an incentive fee (up to 20% of trading profits above a fixed rate). The incentive fee includes a “high watermark” provision, meaning you won't pay incentive fees on profits that only recover previous losses. Fees are accrued monthly and payable quarterly.

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Location

130 E Chestnut Ave, Monrovia, CA, 91016

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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 Activities

Andrey is a Managing Partner in Tagora Capital LLP, a consulting firm based in the United Kingdom.

Employment History
Current Registrations
Fort Ross Capital Management, LLC
September 2003 - Present · 22 yrs 8 mos
State Registrations1 state
CA
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.