Bozidar Jovanovic
Bozidar Jovanovic is a CFA-designated registered investment advisor at Honey Badger Advisors LLC, based in Rye, NY, with 9 years of industry experience. Bozidar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Annual fee is a flat fee of $35,000 for amounts over $5,000,001. Fees are generally negotiable.
Fee Estimator
Location
Rye, NY
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Regulatory History (1)
Regulatory
September 2017Other Business ActivitiesSells Insurance
Bozidar offers insurance through an outside agency as part of his investment advisory activities and occasionally works as a courier driver. He is also a Professor of Practice at Boston College, teaching finance courses, dedicating about a quarter of his time during trading hours and about a quarter of his time outside trading hours.
Employment History
Current Registrations
Honey Badger Advisors LLC
Previous Registrations
Leumi Investment Services INC.
Leumi Investment Services INC.Broker
State Registrations3 states
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.