Ivan Havrylyan
Ivan Havrylyan is a registered investment advisor at Outside the Box Financial Planning, LLC, based in Wheeling, IL, with 13 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 36 clients with $10M 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 $150K | 2.00% |
| $150K - $350K | 1.50% |
| $350K - $750K | 1.00% |
| $750K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Annual fees are negotiable and prorated monthly in arrears. Accounts with $750,000 or more include comprehensive financial planning.
Fee Estimator
Contact
Ivan Havrylyan
Location
Wheeling, IL
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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
Outside the Box Financial Planning, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Spc
Sigma Financial CorporationBroker
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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