VY
CFA
VY
CFA

Vadzim Yazvinski

16 Years of Experience
Atlanta, GA

Vadzim Yazvinski is a CFA-designated registered investment advisor at Jordan Capital Am, LLC, based in Atlanta, GA, with 16 years of industry experience. Vadzim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3500 Piedmont Road, Ne, Suite 330, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Vadzim is involved with The Jordan Company, which specializes in real estate development and manufacturing investments, dedicating about a quarter of his time. His duties include assessing investment opportunities.

Employment History
Current Registrations
Jordan Capital Am, LLC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Jordan Capital Am, LLC
February 2009 - March 2017 · 8 yrs 1 mo
State Registrations1 state
GA
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.