Mikhail Potapov is a CFA-designated registered investment advisor at Burl Investment Management, LLC, based in Lexington, KY, with 18 years of industry experience. Mikhail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 21 clients with $27M 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 $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Location
620 Euclid Ave, Suite 200, Lexington, KY, 40502
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Mikhail is a member of Lakeview Farms, LLC, a real estate investment entity, dedicating minimal time to farm property management. He also serves in various roles for non-profit organizations, including Bluegrass Land Conservancy, Trees Lexington!, and Blue Grass Community Foundation, spending minimal time on each.
Employment History
Current Registrations
Burl Investment Management, LLC
Previous Registrations
E. S. Barr & Company
State Registrations1 state
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