Elena Khoziaeva is a CFA-designated registered investment advisor at Bridgeway Capital Management, LLC, based in Houston, TX, with 18 years of industry experience. Elena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $4.3B 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 $50.0M | 1.25% |
| $50.0M - $100.0M | 1.25% |
| $100M+ | 1.25% |
Fee schedule shown reflects the Aggressive Investors 1 strategy. Other strategies have different schedules ranging from 0.15% to 1.25%. Emerging Opportunities and Global Opportunities strategies also include performance-based fees of 20% and 15% respectively. All fees are negotiable.
Fee Estimator
Location
20 Greenway Plaza, Suite 450, Houston, TX, 77046
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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 →Employment History
Current Registrations
Bridgeway Capital Management, LLC
State Registrations1 state
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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