Mikhail Isaev is a registered investment advisor at Bardi CO. LLC, based in Los Angeles, CA, with 4 years of industry experience. Mikhail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1 clients with $280K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bardi Co. manages investments for a fee ranging from 0.5% to 2% of the value of your portfolio annually. The fee is calculated each quarter, based on the portfolio value at the beginning of that quarter. The specific fee is negotiable, depending on the amount of assets Bardi Co. manages for you.
Location
633 West 5th St.,, 28th Floor, Los Angeles, CA, 90071
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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.
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Mikhail is a co-founder of Partner Construction, a construction business, since April 2021. He dedicates nearly full-time hours to this compensated, non-investment related activity.
Employment History
Current Registrations
Bardi CO. LLC
Bardi CO. LLC
Bardi CO. LLCBroker
State Registrations1 state
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