Igor Tsukerman is a registered investment advisor at Eureka Wealth Solutions, based in New York, NY, with 4 years of industry experience. Igor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eureka Wealth Solutions offers several service plans with varying fees based on the amount you invest and the level of service you choose:
- Starter Plan: Automated asset allocation with thematic/impact investing options. Fees range from $100 (for portfolios under $30,000) to 0.35% annually (for portfolios between $30,000 and $99,999) to 0.30% annually (for portfolios over $100,000).
- Plus Plan: Includes Starter Plan services, custom performance reports, and semi-annual reviews with an advisor. Fees range from $300 (for portfolios under $30,000) to 1.10% annually (for portfolios between $30,000 and $99,999) to 1.00% annually (for portfolios over $100,000).
- Power Plan: Includes Plus Plan services, unlimited advisor access, and financial planning. Fees are $1,250 (for portfolios under $100,000) or 1.25% annually (for portfolios between $100,000 and $499,999) or 1.15% annually (for portfolios between $500,000 and $999,999) or 1.00% annually (for portfolios over $1,000,000).
- Super Plan: Includes Power Plan services and unlimited tax planning. Fees are $12,500 (for portfolios under $1,000,000) or 1.00% annually (for portfolios over $1,000,000).
Location
New York, NY
Get directionsHistory
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 →Employment History
Current Registrations
Eureka Wealth Solutions
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.