Maksat Stamakunov is a CFA-designated registered investment advisor at Israilov Financial, based in London, with 1 years of industry experience. Maksat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are charged as a percentage of the client's financial footprint (investable assets plus W-2 and 1099 income, excluding real estate equity and passive income). The standard rate is 0.75% annually, with a range of 0.50% to 1.00% depending on complexity, subject to a $5,000 annual minimum fee.
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Location
London
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Israilov Financial
State Registrations1 state
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Exams
More Advisors
- Saidislom Israilov, CFPIsrailov Financial