Anatoly Iofe
Anatoly Iofe is a registered investment advisor at Icebridge Financial Group, based in Boca Raton, FL, with 7 years of industry experience. Anatoly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IceBridge Financial Group offers private wealth management services for an annual fee based on the value of your account. The specific fees are agreed upon in a written agreement. Fees are calculated using the average daily balance of your account and are paid quarterly or monthly. The firm may combine account values of family members to determine the fee. Clients also pay fund-level expenses for investments like mutual funds and ETFs.
Location
433 Plaza Real, Suite 275, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anatoly provides business management and consulting services, and also works as an insurance agent. He is also a Managing Principal at Icebridge Financial Group and Icebridge Financial Management, and a Senior Independent Advisor at Kingsrock Advisors LLC, taking up a full-time commitment.
Employment History
Current Registrations
Icebridge Financial Group
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.