Dmitriy Dolgin is a registered investment advisor at Universe, INC., based in Brooklyn, NY, with 5 years of industry experience. Dmitriy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 119 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $300K | 0.75% |
| $300K - $600K | 0.50% |
| $600K - $1.0M | 0.25% |
| $1M+ | 0.15% |
Fees are generally not negotiable, but clients experiencing hardship or special circumstances may be eligible for a discount.
Fee Estimator
Location
1688 East 16th Street, Suite 6, Brooklyn, NY, 11229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Universe, INC.
State Registrations1 state
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