Ilya Kisin is a CFA-designated registered investment advisor at Kisin Wealth Management LLC, based in Sunnyvale, TX, with 7 years of industry experience. Ilya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $5.1M 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 | 1.50% |
Management fees range up to 1.50% per annum depending on factors such as the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated by Kisin Wealth Management at its sole discretion.
Fee Estimator
Location
Sunnyvale, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kisin Wealth Management LLC
State Registrations3 states
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