Yoel Felberbaum is a registered investment advisor at Park Avenue Investment Advisory, LLC, based in Brooklyn, NY, with 8 years of industry experience. Yoel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning. Their firm serves 255 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAA offers investment management through various programs. Fees are based on the value of your account and may be negotiable. The total client fee consists of an advisor fee, a platform fee, and a strategy fee (if applicable). The platform fee is tiered, decreasing as your assets increase. The maximum annual client fee is 3%.
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
Park Avenue Investment Advisory, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations50 states
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