Boris Senderzon is a CFA-designated registered investment advisor at Hilbar Capital, LLC, based in San Bruno, CA, with 9 years of industry experience. Boris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 10 clients with $2.8M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fee Estimator
Location
San Bruno, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hilbar Capital, LLC
State Registrations1 state
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