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Vladislav Sheykhet

Advisor at Teradime Financial LLC — Aventura, FL

Updated today

Credentials

Series 65

Experience

10 years

Location

Aventura, FL

Teradime Financial LLC logo

Teradime Financial LLC

Independent

Total advisors

1

Clients per advisor

20 Typical

Avg AUM per client

$1,470,377 Very High

HNW client ratio

85% Very High

About

Vladislav Sheykhet is the principal of Teradime Financial LLC, an independent advisory firm, and holds a Series 65 designation with nine years of industry experience. He also serves as Director of Software Development at Vitech Systems Group, Inc., a role unrelated to his financial advisory work. Teradime Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm builds customized portfolios primarily using ETFs, supplemented by mutual funds, individual stocks and bonds, options, and REITs, and employs a long-term investment strategy with ongoing account monitoring and risk management.

Client services

Based on Teradime Financial LLC

Financial planning Portfolio management

Expertise

Based on Teradime Financial LLC

Options & derivatives strategies

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Fee options

Fixed

Fixed engagement fees for financial planning services ranging from $900 to $3,000

Percentage

$0 - $500,000: Up to 1.00% (negotiable, for accounts under $500,000) $500,000 - $1,000,000: 0.60% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.40% annually

Project-based

Up to $300 per hour for financial planning services

Other

Account minimum: $500,000 Fee-only: Investment advisory fees based on assets under management; financial planning fees hourly (up to $300/hour) or fixed ($900 to $3,000)

Location

Aventura, FL

Aventura FL

Advisors at this office

1

Most active in

New Jersey · New York

Work history

10 years of industry experience

Vitech Systems Group, Inc

2012 - Present • 14 years

New York, NY

Teradime Financial LLC

2009 - Present • 17 years

Aventura, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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