Grigoriy Grinshteyn
Grigoriy Grinshteyn is a registered investment advisor at Cadence Wealth Management LLC, based in Westborough, MA, with 20 years of industry experience. Grigoriy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 696 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cadence Wealth Management charges an annual fee based on the value of your investments. The fee ranges from 1.00% to 2.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship with Cadence. Fees are paid quarterly, in advance. Fees may be negotiable.
Location
1800 West Park Drive, Suite 330, Westborough, MA, 01581
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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 ActivitiesSells Insurance
Grigoriy is an investment advisor representative at Cadence Wealth Mgmt since 2010. He is also an agent with Ash Brokerage and PKS Financial Services, selling fixed insurance products including term life, disability, long-term care, and annuities, dedicating a few hours per week to Ash Brokerage.
Employment History
Current Registrations
Cadence Wealth Management LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
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