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Albert Bunner

Voya Financial Advisors, INC.
18 Years of Experience
Tallahassee, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Albert Bunner is a registered investment advisor at Voya Financial Advisors, INC., based in Tallahassee, FL, with 18 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
752 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3116 Capital Circle Ne, Suite 6, Tallahassee, FL, 32308

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History

Regulatory History (2)
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Judgment / Lien
March 2020
Judgment / Lien
August 2011
View Full SEC ReportHow to Read Disclosures
Other 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.
March 2011 - Present · 15 yrs 7 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Waddell & Reed, INC.
February 2009 - May 2010 · 1 yr 3 mos
Waddell & Reed, INC.Broker
February 2009 - May 2010 · 1 yr 3 mos
Edward Jones
June 2007 - January 2009 · 1 yr 7 mos
Edward JonesBroker
May 2007 - January 2009 · 1 yr 8 mos
State Registrations4 states
COFLGASC
AdvisorBrokerBoth

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.
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