Natalie M. Kassenyeva
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a sole‑proprietor investment adviser that provides investment consulting and financial planning, offering written recommendations and periodic reports for pooled accounts, mutual funds, and individual accounts such as trusts, IRAs and 401(k)s. It does not assume custody of client assets or exercise investment discretion, instead monitoring manager performance and delivering quarterly (or more frequent for active/larger accounts) reviews.
The adviser’s work emphasizes manager selection and due diligence, using fundamental analysis and third‑party research to evaluate mutual funds, pooled vehicles and specialist managers and occasionally recommending allocations to alternatives such as real estate, hedge funds, and private equity. Fee arrangements are disclosed as an asset‑based schedule for typical engagements, with a stated hourly consulting option ($250 for projects under 20 hours) and negotiable terms for larger mandates.
Distinctive for a small, single‑advisor practice are the explicit manager‑selection role and the availability of hourly consulting—features that are statistically uncommon among investment managers—and a consulting‑only orientation that includes no performance fees and no custody or voting authority. The firm’s background in corporate treasury and its professional credentials (CFA, PRM, PMP) and recurring involvement in CFA instruction are presented as support for its due diligence and analytic focus.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $50,000,000: 0.20% $50,000,001+: Negotiable
$250 per hour for projects under 20 hours
Account minimum: $1,000,000 Minimum fee: $5,000 per year minimum fee for general investment monitoring accounts Fee-only: Hourly fee of $250 for projects requiring less than 20 hours of work
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Kassenyeva, Natalya M. · Natalie M. Kassenyeva
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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