ST
CFA
ST
CFA

Stanislav Timofeyev

14 Years of Experience
St. Louis, MO

Stanislav Timofeyev is a CFA-designated registered investment advisor at Kennedy Capital Management, based in St. Louis, MO, with 14 years of industry experience. Stanislav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 213 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
213 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M1.25%
$30M+1.00%

Fees vary by investment strategy. The schedule shown reflects the Micro-Cap strategy. Other strategies have different breakpoints and fee percentages ranging from 0.55% to 1.25%.

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

10829 Olive Blvd, St. Louis, MO, 63141

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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
Kennedy Capital Management
October 2011 - Present · 15 yrs
State Registrations1 state
MO
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.
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