AK
AK

Anton Kulikov

6 Years of Experience
Sarasota, FL

Anton Kulikov is a registered investment advisor at Ak Investing, based in Sarasota, FL, with 6 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 95 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
95 clients
Average Client Portfolio
$139K average
Assets Under Management
$13.2M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,000

AK Investing's investment management fees are based on the amount of assets they manage for you. The fee is generally 2% per year, with a $2,000 minimum annual fee per managed account. The fees are non-negotiable, though they may be decreased or waived at AK Investing's discretion. For qualified clients, AK Investing may charge performance-based fees.

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Location

8191 N Tamiami Trail, Bldg B1, Unit 2, Sarasota, FL, 34243

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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
Ak Investing
December 2019 - Present · 6 yrs 5 mos
State Registrations2 states
FLIL
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.
Anton Kulikov - Financial Advisor | TrueAdvisor