John Harmatuk
John Harmatuk is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Manlius, NY, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
4500 Pewter Lane, Bldg. #5, Manlius, NY, 13104
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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
John is a captive sales agent for United Healthcare selling Medicare Advantage plans, a co-founder of a tax preparation business, and co-owner of an LLC that employs his children's babysitter. He also owns Traverse Wealth Mgt, LLC, and works as an independent insurance agent marketing life and health insurance products; all of these activities take minimal time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Decisional Wealth Advisors LLC
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
State Registrations4 states
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