Natalia Zimnoch
Natalia Zimnoch is a registered investment advisor at Lifemark Securities CORP., based in Rochester, NY, with 7 years of industry experience. Natalia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
400 West Metro Park, Rochester, NY, 14623
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Regulatory History (1)
Regulatory
November 2013Other Business ActivitiesSells Insurance
Natalia is an owner and independent insurance agent at Zimnoch Financial Group, dedicating about a quarter of her time to sales and service of various insurance products. She also works as a DJ, an unpaid assistant at a family travel agency, a cryptocurrency consultant, treasurer/secretary for a real estate partnership, and a passive investor.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 states
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.