Nikolai Chuvakhin
Nikolai Chuvakhin is a registered investment advisor at Fort Ross Capital Management, LLC, based in Monrovia, CA, with 22 years of industry experience. Nikolai 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
130 E Chestnut Ave, Office 1, Monrovia, CA, 91016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nikolai 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
State Registrations1 state
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