Alfred Tounjian
Alfred Tounjian is a CFP-designated registered investment advisor at Advantage Retirement Group, based in Fort Myers, FL, with 15 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 550 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advantage Retirement Group's wealth management fees range from 0.60% to 1.40% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are paid monthly, based on the average daily balance. Fees may be negotiable at the Advisor's discretion.
Location
8870 Daniels Parkway, Fort Myers, FL, 33912
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alfred is the President and an insurance professional at National Benefit Legacy d/b/a Advantage Retirement Group, spending about half his time on insurance sales. He also owns STI Property Management LLC, A&T Strategic Marketing Inc, and A&T Strategic Leasing, LLC, dedicating minimal time to the latter two.
Employment History
Current Registrations
Advantage Wealth Partners
Previous Registrations
Advantage Retirement Group
Global Financial Private Capital, LLC
State Registrations2 states
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