AM
CFP
AM
CFP

Abduhl Mashhoon

19 Years of Experience
Decatur, GA
Sells Insurance

Abduhl Mashhoon is a CFP-designated registered investment advisor at Newedge Advisors, based in Decatur, GA, with 19 years of industry experience. Abduhl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
602 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

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

160 Clairemont Avenue, Suite 200, Decatur, GA, 30030

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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 ActivitiesSells Insurance

Abduhl is an Investment Advisor Representative with Buena Vista Financial Planning dba NewEdge Advisors, LLC since May 2024. He is also a licensed insurance agent in Georgia since 2007, dedicating minimal time to this activity.

Employment History
Current Registrations
Newedge Advisors
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
February 2015 - May 2024 · 9 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2015 - May 2024 · 9 yrs 4 mos
Commonwealth Financial Network
June 2008 - February 2015 · 6 yrs 8 mos
Commonwealth Financial NetworkBroker
September 2007 - February 2015 · 7 yrs 5 mos
State Registrations2 states
GATX
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.
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