Vladislav Sheykhet is a registered investment advisor at Teradime Financial LLC, based in Aventura, FL, with 9 years of industry experience. Vladislav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $29M 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 | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees may be negotiable. The Advisor requires a minimum relationship size of $500,000. Such relationships are charged a fee not to exceed 1.00%.
Fee Estimator
Location
Aventura, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Vlad works as the Director of Software Development at Vitech Systems Group, Inc. since 2012. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Teradime Financial LLC
State Registrations2 states
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