ES
CFP
ES
CFP

Eugene Skorodinsky

4 Years of Experience
New York, NY

Eugene Skorodinsky is a CFP-designated registered investment advisor at Minerva Wealth Advisory, based in New York, NY, with 4 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 26 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
26 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$59.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1.0M - $3.0M0.65%
$3M+0.55%

Advisory fees can be discounted at the discretion of Minerva Wealth Advisory and with the agreement of the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

135 Madison Avenue, Floor 5, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Minerva Wealth Advisory
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Luesink Stenstrom Financial
April 2021 - March 2022 · 11 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Eugene Skorodinsky - Financial Advisor | TrueAdvisor