Eugene Kuntorovsky is a registered investment advisor at Isakov Planning Group INC., based in Southampton, PA, with 7 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 583 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be adjusted upwards or downwards, subject to a minimum annualized fee of 1.50%.
Fee Estimator
Location
735 Street Road, Southampton, PA, 18966
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Isakov Planning Group INC.
State Registrations1 state
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