NK
NK

Nick Korzhenevsky

1 Year of Experience
Fort Lauderdale, FL

Nick Korzhenevsky is a registered investment advisor at Ex Cathedra LLC, based in Fort Lauderdale, FL, with 1 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Ex Cathedra is compensated through asset-based fees and performance-based fees. The management fee ranges from 0.2% to 2% per year, based on the value of your portfolio. These fees are paid monthly, in advance. A performance allocation, if applicable, is payable twice a year and is calculated as a percentage of the net profits in your account over the preceding six-month period. Losses must be fully recovered before Ex Cathedra receives a performance allocation.

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Location

501 East Las Olas Blvd, Ste 300, Fort Lauderdale, FL, 33301

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ex Cathedra LLC
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
Nick Korzhenevsky - Financial Advisor | TrueAdvisor