Retegy LLC is a registered investment advisor founded in 2018 and owned by Vladimir Kouznetsov. Retegy offers personalized investment management and comprehensive financial planning. The firm helps clients define their financial goals, assess risk tolerance, and build customized asset allocations using stocks, bonds, mutual funds, exchange-traded funds, and options. Retegy often utilizes third-party money managers, such as Synergy Asset Management, to manage client portfolios while maintaining oversight and coordination. In addition to investment management, Retegy provides extensive financial planning covering cash flow and budgeting, employee benefits, risk management and insurance, tax planning strategies, college funding, divorce financial analysis, retirement projections, estate planning, and business consulting. Retegy operates as a fee-only firm and requires accounts to be held at Charles Schwab & Co., Inc. as qualified custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Multiple household accounts may be aggregated. Total fees will not exceed 2% per year.
