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Svetlin Krastev

1 Year of Experience
Kingston, NY

Svetlin Krastev is a registered investment advisor at Black Sea Gold Advisors LLC, based in Kingston, NY, with 1 years of industry experience. Svetlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 30 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$571K average
Assets Under Management
$17.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.75%
$100K - $500K0.60%
$500K - $1.0M0.45%
$1M+0.35%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

61 Barberry Rd, Kingston, NY, 12401

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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
Black Sea Gold Advisors LLC
May 2024 - Present · 1 yr 11 mos
State Registrations1 state
NY
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.