Elena Ladygina is a CFP-designated registered investment advisor at Veris Wealth Partners, LLC, based in New York, NY, with 13 years of industry experience. Elena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 342 clients with $2.3B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees negotiable for accounts over $100,000,000.01. A 5% discount is applied to non-profit organizations.
Fee Estimator
Location
17 State St., Suite 2450, New York, NY, 10004
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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
Elena is a member of the Board of Directors for Springpoint Senior Living, a non-profit providing senior housing and care services, since January 2023. She also serves on the Investment, Audit, and Finance Committee, dedicating minimal time to this activity.
Employment History
Current Registrations
Veris Wealth Partners, LLC
Previous Registrations
Withum Wealth Management
MML Investors Services, LLC
Lenox Advisors, INC.
Citigroup Global Markets INC.
State Registrations1 state
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