Alan Kotaev is a registered investment advisor at Tpk Advisors LLC, based in Cliffside Park, NJ, with 10 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range between 0.5% and 1.5% annually, and are negotiable depending on client circumstances. Fees may also vary among portfolio managers.
Fee Estimator
Location
Cliffside Park, NJ
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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.
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Alan is the President and Portfolio Manager of TPK Advisors LLC, a registered investment advisor, dedicating nearly full-time hours to portfolio management and compliance. Since 2014, Alan has also been a partner at Alan Trade Inc., responsible for contract negotiations and shipment arrangements for Sherwin Williams products in Russia.
Employment History
Current Registrations
Tpk Advisors LLC
Previous Registrations
Tpk Advisors LLC
Mahler & Emerson INC.
State Registrations3 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.