Yevgeniy Oktyabrskiy is a registered investment advisor at Goodstein Wealth Management LLC, based in Kent, WA, with 1 years of industry experience. Yevgeniy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 101 clients with $110M 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Kent, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yevgeniy works as a Business Development Manager at Exponent, a science consulting firm, since August 2023. This takes nearly full-time, while no time is spent on outside activities.
Employment History
Current Registrations
Goodstein Wealth Management LLC
State Registrations1 state
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