Yevgeniy Falkovich is a CFA-designated registered investment advisor at Vilga Financial Planning LLC, based in Brooklyn, NY, with 8 years of industry experience. Yevgeniy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vilga Financial Planning offers investment management as part of its ongoing comprehensive financial planning service. The annual fee for this combined service starts at $10,000, paid quarterly. This fee covers up to $3,000,000 in assets under management. For clients with over $3,000,000, fees are based on the complexity of their financial situation. Investment management is not offered as a standalone service.
Location
Brooklyn, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vilga Financial Planning LLC
Previous Registrations
BMO Capital Markets CORP.Broker
Kgs-Alpha Capital Markets, L.P.Broker
State Registrations1 state
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