Mikhail Samonov is a CFA-designated registered investment advisor at Two Centuries Investments, LLC, based in Hopewell, NJ, with 8 years of industry experience. Mikhail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $7.3M in assets under management.
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Fee Structure
Two Centuries Investments (TCI) offers several investment strategies, each with its own fee schedule based on the amount of your portfolio. Fees are negotiable for portfolios over $50,000,000. Here's a breakdown:
- Conservative Risk Multi-Asset Solution (Dynamic Conservative):
- 0.45% per year on portfolios between $100,000 and $10,000,000
- 0.35% per year on portfolios between $10,000,001 and $25,000,000
- 0.25% per year on portfolios between $25,000,001 and $50,000,000
- Moderate Risk Multi-Asset Solutions (Dynamic Balanced):
- 0.75% per year on portfolios between $100,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- Equity Solutions (Focused Quality Strategies):
- 0.85% per year on portfolios between $150,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- Moderate Risk Multi-Asset Solutions (Dynamic Blend):
- 0.80% per year on portfolios between $1,000,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- High Risk Portable Alpha Alternative Solution (Dynamic Alpha):
- 1.00% per year on portfolios between $1,000,000 and $10,000,000
- 0.90% per year on portfolios between $10,000,001 and $25,000,000
- 0.80% per year on portfolios between $25,000,001 and $50,000,000
- Custom Cash Management Solutions:
- 0.12% per year on portfolios of $1,000,000 and up
Location
Hopewell, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Two Centuries Investments, LLC
Previous Registrations
Forefront Analytics, LLC
Gkfo, LLC
State Registrations2 states
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