Neven Kraguljevic is a registered investment advisor at Elephant Corner Financial, based in Burlington, VT, with 2 years of industry experience. Neven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
This is a blended tier schedule, which means that different percentages will be applied to the tiers of asset management.
Fee Estimator
Location
Burlington, VT
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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
Neven is the owner of Nev K, LLC, a real estate investment holding company, since 2012. This requires minimal time.
Employment History
Current Registrations
Elephant Corner Financial
Guiding Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.