Yoel Felberbaum
Yoel Felberbaum is a registered investment advisor at Guardian Wealth Partners, LLC, based in Brooklyn, NY, with 8 years of industry experience. Yoel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 402 clients with $190M 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 $100K | 0.23% |
| $100K - $250K | 0.21% |
| $250K - $500K | 0.18% |
| $500K - $1.0M | 0.16% |
| $1.0M - $2.0M | 0.13% |
| $2.0M - $5.0M | 0.11% |
| $5M+ | 0.08% |
Schedule reflects the Platform Fee component for SMA/UMA programs. Representative as Portfolio Manager program platform fees range from 0.05% to 0.20%. Total client fee includes advisor and strategy fees, up to a maximum annual fee of 3%.
Fee Estimator
Location
185A Marcy Avenue, Brooklyn, NY, 11211
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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
Yoel is involved in numerous business activities, including ownership/consulting roles in WebPro Inc., Renance, Brooklyn Financial Group Holdings LLC, Brooklyn Financial Group LLC, Yoel Felberbaum LLC, On Time Plumbing, Zevy Bechor LLC, and several rental properties. He also serves on the board of directors for Reprieve and has a commission agreement with Level Insurance Brokerage, though this is noted as not investment related.
Employment History
Current Registrations
Guardian Wealth Partners, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations51 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.
Exams
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