Alexey Belkin is a CFP-designated registered investment advisor at 3summit Investment Management, LLC, based in Vienna, VA, with 5 years of industry experience. Alexey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 99 clients with $25M 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 | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
8245 Boone Blvd., Suite 590, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alexey is the Director and Fund/Investment manager for The Avalon Fund, a private fund registered in the Cayman Islands, and has been managing the fund individually since 2014. He spends about a quarter of his time on this activity, with most of the time spent during trading hours.
Employment History
Current Registrations
3summit Investment Management, LLC
State Registrations1 state
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