Durema Bacchus
Durema Bacchus is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Kennesaw, GA, with 9 years of industry experience. Durema operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
4286 Bells Ferry Road, Suite 214, Kennesaw, GA, 30144
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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 ActivitiesSells Insurance
Durema spends the majority of his time as a financial advisor/sales support for Summit Financial Services, Inc. He also dedicates about 10% of his time to insurance sales and service, and minimal time to assisting with church funds and managing Summit Financial Planning LLC.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
State Registrations11 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.