Ivan Gvardin is a registered investment advisor at Vega Capital Group LLC, based in San Francisco, CA, with 1 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 64 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Quarterly management fees range from 0.15% to 0.5% (0.6% to 2% annually) depending on the investment strategy selected. Some strategies also have a performance fee of 10% of net gains. A fixed quarterly fee is also offered with a minimum of $500 per quarter ($2,000 annually).
Fee Estimator
Location
San Francisco, CA
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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
Ivan works as a personal trainer and social media manager. This activity is not investment-related.
Employment History
Current Registrations
Vega Capital Group LLC
State Registrations1 state
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