Sergey Zaytsev is a registered investment advisor at Zquant Advisory, LLC, based in Scottsdale, AZ, with 4 years of industry experience. Sergey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1 clients with $30K 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 | 1.00% |
Qualified Clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation. The performance fee includes a "high water mark." These fees are negotiable.
Fee Estimator
Location
Scottsdale, AZ
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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.
Learn about disclosures →Other Business Activities
Sergey is an attorney in inactive status and an owner of computer software companies. He may be involved in computer consulting or creation of computer-related products, but does not receive commissions from this work.
Employment History
Current Registrations
Zquant Advisory, LLC
State Registrations1 state
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