Justyn Seth Feldman

Gms Group

32 Years of Experience

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Firm Information

Gms Group

Compensation

Fee-Only (AUM)

Number of Advisors

6 advisors

Number of Clients

1 client

Average Client Portfolio

$13.9M average

Assets Under Management

$13.9M

Fee Structure

Financial Planning:Investment management only

The annual fee for portfolio management services is up to 2% of the market value of assets under management, billed quarterly in advance. The advisory fee is negotiable depending on individual client circumstances. The firm may combine account values of family members. The firm does not charge a separate fee for the selection of other advisors.

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Areas of Practice

Investment Management

Advisor Information

Office location

2600 N Military Trail, Suite 400, Boca Raton, FL, 33431

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Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2009

Settled

Customer Dispute

October 2000

Settled

Customer Dispute

April 1999

Denied

Customer Dispute

June 1998

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Justyn is a director at GMS Group Holdings Corp, dedicating minimal time per week. He is also an employee at Feldman Family Consulting Corp, an interior design business, spending minimal time per week and receiving compensation.