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Igor Mokhov

5 Years of Experience
Sacramento, CA

Igor Mokhov is a registered investment advisor at Cif Advisors INC., based in Sacramento, CA, with 5 years of industry experience. Igor 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 120 clients with $8.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
120 clients
Average Client Portfolio
$73K average
Assets Under Management
$8.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.90%
$5M+0.85%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 University Ave., Suite 100, Sacramento, CA, 95825

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Igor serves as President for Church Extension Investors Fund, Inc., a not-for-profit organization providing financing for churches. This activity takes about a quarter of Igor's time and income, creating a potential conflict of interest.

Employment History
Current Registrations
Cif Advisors INC.
June 2020 - Present · 5 yrs 11 mos
State Registrations1 state
CA
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.