Katerina Minevich is a CFP-designated registered investment advisor at Quantitative Financial Strategies, based in Los Angeles, CA. Katerina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 27 clients with $160M 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 $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Rates reflect the Wealth Management service tier which includes financial planning. Standalone investment management without planning is charged at 0.95% up to $5M, 0.85% for the next $5M, and 0.75% above $10M. Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Location
Los Angeles, 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 →Employment History
Current Registrations
Quantitative Financial Strategies
Xypn Sapphire
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.
Exams
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