Natalie M. Kassenyeva provides investment advice, including financial planning and investment consulting. She reviews clients' financial situations and provides written recommendations. She monitors the management of assets by mutual funds, pooled accounts, or individual managers. Financial advice is tailored to individual client needs based on their goals, objectives, and circumstances. She may recommend brokers/dealers, custodians, and trust companies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.20% |
| $50M+ | 0.20% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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