Boris Suvorov is a registered investment advisor at Three Main Points LLC, based in Los Gatos, CA, with 3 years of industry experience. Boris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 21 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Main Points LLC charges 2% of the value of your portfolio annually for investment management services. This fee is calculated and charged daily by the custodian. For "qualified clients", the firm offers performance-based fees instead of the standard percentage. These clients can choose between a fee based on outperformance of the SPY ETF or a fixed hurdle fee based on capital appreciation exceeding 10% per year.
Location
Los Gatos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Since 2016, Boris has been self-employed as a software consultant and owner of a software outsourcing business (BOVA/BOVAS LLC), but has not spent time on that business since the end of 2022. Boris is also a sole proprietor providing software engineering consulting services, dedicating about half of his time to this activity.
Employment History
Current Registrations
Three Main Points LLC
State Registrations2 states
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