Yevgeniya Andryeyeva is a CFP-designated registered investment advisor at Stavis Wealth Transfer Solutions, based in Houston, TX. Yevgeniya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 1 more. Their firm serves 21 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Location
1330 Post Oak Blvd, Suite 2050, Houston, TX, 77056
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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
Stavis Wealth Transfer Solutions
State Registrations1 state
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