Jongdai Park
Jongdai Park is a registered investment advisor at Beauport Financial Services, LLC, based in Gloucester, MA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning/consulting fees range from $1,500 to $10,000 per year and are negotiable, based on the scope of services provided. The minimum annual fee is $1,500. Fees are paid monthly, quarterly, or semi-annually.
Beauport Financial Services offers financial planning services on an hourly and fixed fee basis. Fixed fees generally range from $1,500 to $10,000. The standard hourly fee is up to $300 per hour for meetings, phone consultations, retirement projections, and research projects.
Location
3 Heritage Way, Suite 2, Gloucester, MA, 01930
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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 Activities
Jongdai is a Partner/Director of Planning at Beauport Financial Services LLC, providing fee-based financial planning. He also serves as a board member for the Gordon College Faith & Finance Forum, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Beauport Financial Services, LLC
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations21 states
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