Oleg Litvinenko is a CFA-designated registered investment advisor at Meeting House Capital, LLC, based in Concord, MA, with 5 years of industry experience. Oleg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $30M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
100 Main Street, Suite 110-2, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Meeting House Capital, LLC
State Registrations1 state
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