Albert Bunner
Albert Bunner is a registered investment advisor at Voya Financial Advisors, INC., based in Tallahassee, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
3116 Capital Circle Ne, Suite 6, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2020Judgment / Lien
August 2011Other Business ActivitiesSells Insurance
Albert is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity. He also works as a financial advisor with Poppell Financial Group LLC, focusing on enrollment and servicing of the State of Florida 457 plan, which also takes nearly full-time hours.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 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.