DB
DB

Dmitriy Bolotnyy

8 Years of Experience
Medusa, NY

Dmitriy Bolotnyy is a registered investment advisor at Naylor & Company, based in Medusa, NY, with 8 years of industry experience. Dmitriy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 104 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
104 clients
Average Client Portfolio
$960K average
Assets Under Management
$99.8M

Fee Structure

Minimum Investment:$100K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Medusa, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dmitriy is involved in two outside business activities: Shortcake Music, a music composition business taking minimal time, and Velvet Earth Farm, a fruit orchard in NY, taking a full-time commitment.

Employment History
Current Registrations
Naylor & Company
July 2017 - Present · 8 yrs 10 mos
State Registrations3 states
AZCANY
Advisor

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.

Exams
No exam information available for this advisor.