Vitalii Iakushev is a registered investment advisor at Vifinance L.L.C., based in North Highlands, CA, with 2 years of industry experience. Vitalii operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $1.7M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Location
North Highlands, CA
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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
Vifinance L.L.C.
State Registrations1 state
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