Jonathan Ghermezian

9 Years of Experience

Westbury, NY

1 Disclosure

Jonathan Ghermezian is a registered investment advisor at Gold Star Asset Management, LLC, based in Westbury, NY, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $1.4M in assets under management.

Gold Star Asset Management, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

11 clients

Average Client Portfolio

$127K average

Assets Under Management

$1.4M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.70%

Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

1025 Old Country Ave, Suite 205, Westbury, NY, 11590

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2015

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Jonathan works in accounts payable for Allied Importers and may offer related advice or products to clients. Clients should be aware of potential conflicts of interest.

Employment History

Current Registrations

Gold Star Asset Management, LLC

January 2017 - Present · 9 yrs 4 mos

State Registrations2 states

CANY

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

More financial advisors in Westbury, NY →All financial advisors in New York →