Ilya Roytman is a registered investment advisor at Thrive Capital Management, LLC, based in San Antonio, FL, with 12 years of industry experience. Ilya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 594 clients with $400M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001. Households with less than $133,334 in total assets under management will be billed a flat, annual fee of $2,000.
Fee Estimator
Location
San Antonio, FL
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 →Other Business ActivitiesSells Insurance
Ilya is the Director of Wealth Management at Aksala Wealth Advisors LLC, providing fee-only fiduciary wealth management services, dedicating nearly full-time hours to this role. Ilya is also an insurance agent for Avantax Insurance, spending minimal time selling approved insurance products.
Employment History
Current Registrations
Thrive Capital Management, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Trajan Wealth, L.L.C.
Morgan StanleyBroker
Morgan Stanley
Fisher Investments
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.