Vitaly Novok is a registered investment advisor at Lestna Retirement, LLC, based in Chicago, IL, with 11 years of industry experience. Vitaly 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, Insurance Planning, and 3 more. Their firm serves 17 clients with $2.1M 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 $1.5M | 0.70% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Minimum annual fee of $7,500 applies.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lestna Retirement, LLC
State Registrations1 state
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