Jonathan Bermudez
Jonathan Bermudez is a registered investment advisor at Young Investment Advisors, INC, based in Atlanta, GA, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3 clients with $6.1K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Clients can contract with Young Investment Advisors on an annual basis for ongoing financial advice and guidance. The annual retainer fee ranges from $300 to $1,500 per year, billed in quarterly installments. The fee varies depending on the complexity of the client's situation, the number of meetings, the amount of research required, and the number of financial and investment advisory issues the client may have.
Young Investment Advisors offers advisory services on a fixed fee and hourly fee basis.
- Fixed fee: $100 to $450, payable one-half upfront and the balance upon presentation of a written recommendation.
- Hourly fee: $100 to $200 per hour, payable as invoiced.
Location
3350 Riverwood Parkway, Suite 1125, Atlanta, GA, 30339
Get directionsHistory
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
Jonathan works as an independent insurance agent, selling fixed insurance products. This activity is full-time.
Employment History
Current Registrations
Young Investment Advisors, INC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ameritas Investment CORP.Broker
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.