Gabriella Bermudez
Gabriella Bermudez is a registered investment advisor at Madison Advisory Services, INC., based in White Plains, NY, with 1 years of industry experience. Gabriella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,012 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.30% |
| $3M+ | 1.25% |
Fees are negotiable depending on the client's needs and the complexity of the situation.
Fee Estimator
Location
10 New King St, Suite 104, White Plains, NY, 10604
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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
Gabriella is an Investment Adviser Representative at Madison Advisory Services, Inc. since October 2024. This activity is investment-related.
Employment History
Current Registrations
Madison Advisory Services, INC.
State Registrations1 state
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