Gabriella Bermudez
Gabriella Bermudez is a registered investment advisor at Madison Advisory Services, INC., based in White Plains, NY, with 1 years of industry experience. Gabriella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,102 clients with $510M 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 | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.30% |
| $3M+ | 1.25% |
Fees are negotiable based on client needs and account complexity. Average daily balance is used to determine market value.
Fee Estimator
Location
10 New King St, Suite 104, White Plains, NY, 10604
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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
Gabriella is an Investment Adviser Representative at Madison Advisory Services, Inc. since October 2024. This activity is investment-related.
Employment History
Current Registrations
Madison Advisory Services, INC.
State Registrations1 state
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
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