Natalya Zernitskaya
Natalya Zernitskaya is a registered investment advisor at Avantax Planning Partners, INC., based in El Segundo, CA, with 10 years of industry experience. Natalya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
2301 Rosecrans Ave #5100, El Segundo, CA, 90245
Get directionsHistory
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 →Other Business Activities
Natalya is involved in several outside business activities, including theatrical productions, serving as a City Council Member for the City of Santa Monica (dedicating about 10-20% of her time), and participating in various non-profit and political organizations. None of these activities are investment-related.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Advisor Networks 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.