Stoyan Panayotov is a CFA-designated registered investment advisor at Babylon Wealth Management LLC, based in Walnut Creek, CA, with 9 years of industry experience. Stoyan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
1501 N. Broadway, St. 204, Walnut Creek, CA, 94596
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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
Stoyan is the President of Babylon Wealth Management, where he provides financial planning and investment management services. This takes about three-quarters of his time.
Employment History
Current Registrations
Babylon Wealth Management LLC
Previous Registrations
International Asset Management
Dunston Financial Group, LLC
State Registrations1 state
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