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Unknown Expert
Unknown specialisation
Unknown slogan
Work experience: 10 y.o.
Is a member of the SRO: EFA
The introductory appeal is free!
Works with attachments: 1 000 000 $
High raiting
In the European Central Bank registry from 1.02.2022
About me
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Work experience: 10 years
Legal status: Sole Proprietor
Region: Italy
Investment amounts
The amount of investments I work with:
- Starting from 25 000$
- Monthly from 50 000$
Specialization
- investing in the foreign stock market
- investing in the Russian Federation
- tax planning
Services and prices
Introductory consultation
Is free
Acquaintance. Discuss the client's goals, objectives, and needs. Coordination of the format and terms of cooperation.
100 USD
Checking the investment proposal for effectiveness, hidden costs, and conflicts of interest.
Investment portfolio audit
200 USD
Analysis of assets for efficiency and potential risk, compliance with the investment profile, recommendations for rebalancing the portfolio.
700 USD
Analysis and optimization of financial condition, analysis and optimization of assets/liabilities, calculation of achievability of financial goals, drawing up an investment portfolio for each goal, tax planning and optimization
Personal Financial Advisor
2 500 USD/1 year
Acquaintance. Discuss the client's goals, objectives, and needs. Coordination of the format and terms of cooperation.