Eduard Zolotarev is a CFP-designated registered investment advisor at Brooklyn Fi, LLC, based in Philadelphia, PA, with 4 years of industry experience. Eduard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 295 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
Philadelphia, PA
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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 Activities
Eduard owns EVZ Tax and Accounting Services, PLLC since 2019, where he prepares taxes for family, friends, and a few small clients. This activity takes about 10-20% of his time during securities trading hours.
Employment History
Current Registrations
Brooklyn Fi, LLC
Previous Registrations
Gryphon Financial Wealth Advisors, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Hewins Financial Advisors, LLC
State Registrations2 states
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.