Vladislav Sheykhet
Advisor at Teradime Financial LLC — Aventura, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
10 years
Location
Aventura, FL
Teradime Financial LLC
Independent
Total advisors
1Clients per advisor
20 TypicalAvg AUM per client
$1,470,377 Very HighHNW client ratio
85% Very HighVladislav 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.
Fixed engagement fees for financial planning services ranging from $900 to $3,000
$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
Up to $300 per hour for financial planning services
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)
Aventura, FL
Aventura FL
Advisors at this office
1
New Jersey · New York
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
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Insurance agent
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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