Rostic Carapetian is a registered investment advisor at Covexic LLC, based in Glendale, CA, with 20 years of industry experience. Rostic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $6.8M 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 $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K - $2.5M | 0.80% |
| $2.5M+ | 0.75% |
In certain instances, depending on the level of activity required and the mix of assets in a plan, Covexic LLC may negotiate a simplified fee. This can be in the form of a flat dollar amount on an annual basis or a flat percentage on the assets involved. In any event, the simplified fee shall not exceed the limits set by the fee schedule above.
Fee Estimator
Location
Glendale, CA
Get directionsHistory
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
Covexic LLC
State Registrations1 state
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.