IG
IG
Ioulia Guerin
8 Years of Experience
Ballston Spa, NY
1 DisclosureMay Earn Commission
Ioulia Guerin is a registered investment advisor at Holistic Finance LLC, based in Ballston Spa, NY, with 8 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 198 clients with $7.9M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
198 clients
Average Client Portfolio
$40K average
Assets Under Management
$7.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Ballston Spa, NY
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2017Employment History
Current Registrations
Holistic Finance LLC
July 2025 - Present · 10 mos
Previous Registrations
Park Avenue Securities LLCBroker
March 2024 - July 2025 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
March 2020 - November 2023 · 3 yrs 8 mos
Foresters Financial Services, INC.Broker
October 2014 - March 2017 · 2 yrs 5 mos
State Registrations2 states
NYTX
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.