Jori Guzhuna is a registered investment advisor at Guzhuna Asset Management, based in New York, NY, with 2 years of industry experience. Jori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on the size and complexity of the client's relationship. The firm may also enter into performance-based fee arrangements with qualified clients.
Fee Estimator
Location
100 Church Street, Suite 841, New York, NY, 10007
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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 →Employment History
Current Registrations
Guzhuna Asset Management
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Esi Financial Advisors
Equity Services, INC.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.
Exams
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