Mihail Dobrinov is a CFA-designated registered investment advisor at Trimon Capital, based in Lakewood Ranch, FL, with 3 years of industry experience. Mihail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Advisory fees are negotiable and may be discounted based on client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trimon Capital
State Registrations1 state
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