VG
CFA
VG
CFA

Vladislav Grigorov

8 Years of Experience
Stoneham, MA
Broker

Vladislav Grigorov is a CFA-designated registered investment advisor at Natixis Advisors, LLC, based in Stoneham, MA, with 8 years of industry experience. Vladislav is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 115,562 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
115,562 clients
Average Client Portfolio
$940K average
Assets Under Management
$108.7B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.40%
$5.0M - $10.0M0.30%
$10.0M - $20.0M0.25%
$20.0M - $50.0M0.22%
$50M+0.21%

Fee schedule reflects the highest standard unbundled rates across strategies (such as U.S. Equity Core Plus). Many strategies have lower rates starting around 0.10% to 0.35%.

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

Stoneham, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Natixis Advisors, LLC
May 2018 - Present · 8 yrs 5 mos
Natixis Distribution, LLC
May 2018 - Present · 8 yrs 5 mos
Natixis Distribution, LLCBroker
May 2018 - Present · 8 yrs 5 mos
State Registrations1 state
MA
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.
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