Ksenia Yudina is a CFA-designated registered investment advisor at Mostt INC., based in Sherman Oaks, CA, with 6 years of industry experience. Ksenia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management. Their firm serves 1,230 clients with $250K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mostt charges membership fees for access to the mobile application and investment services. Clients can choose from the following pricing options:
- Monthly plan — $4.99 per month
- Annual plan — $49.99 per year
- Lifetime membership — $149.99 as a one-time fee
All fees are paid in advance and are non-negotiable. There is a minimum initial and subsequent deposit requirement of $25.00.
Location
14140 Ventura Blvd., Ste 201, Sherman Oaks, CA, 91423
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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
Ksenia owns a property and manages rentals through Airbnb. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Mostt INC.
Previous Registrations
Unest Advisers, LLC
U-Nest Holdings, LLC
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.
Exams
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