JM
JM

Johnny Medina

7 Years of Experience
Arlington, VA

Johnny Medina is a registered investment advisor at Nhabla, based in Arlington, VA, with 7 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
25 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$33.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $10.0M0.75%
$10M+0.50%

Fees are negotiable based on account size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2300 Wilson Blvd., Suite 700 #1076, Arlington, VA, 22201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nhabla
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2019 - January 2021 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2019 - January 2021 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
November 2018 - November 2019 · 1 yr
Robert W. Baird & CO. IncorporatedBroker
February 2018 - August 2018 · 6 mos
State Registrations2 states
TXVA
Advisor

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
No exam information available for this advisor.