Goran Ognjenovic is a registered investment advisor at Independent Investment Advisors, based in Hillsboro, OR, with 8 years of industry experience. Goran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Investment Advisors manages investments through different portfolio programs. Fees are negotiable and based on the amount of assets managed. The fees are billed quarterly.
Allocated Portfolio Program:
- $50,000-$149,999: 1.5%
- $150,000 - $499,999: 1.25%
- $500,000 – $999,999: 1%
- $1,000,000 - $2,999,999: .75%
- $3,000,000 +: .5%
Tactical Portfolio Program:
- Up to 2.50% of assets under management
Additional expenses such as broker account fees, trading fees (commissions), margin fees, fund management costs, etc. are above and beyond.
Location
9620 NE Tanasbourne Dr, Suite 300, Hillsboro, OR, 97124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Independent Investment Advisors
Previous Registrations
Mlig Management Group INC
State Registrations1 state
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.