Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joseph Gunnar & Co., LLC does not charge a separate fee for selecting other advisers. They share in the advisory fee you pay directly to the TPMM, which will not exceed 3% annually. The Program fee is negotiable based on individual client circumstances. TPMM custody fees through RBC range between 0.05% and 0.35% annually, and Envestnet charges a sponsor fee of between 0.05% and 0.18% annually.
Areas of Practice
Advisor Information
Office location
1000 Rxr Plaza, East Tower, Uniondale, NY, 11556
Get directionsRegulatory 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
Demitry is the CEO of Demitry Portnoy, Inc., spending a few hours per week on administrative tasks. He is also a non-voting passive member in multiple JGUN affiliated Buttonwood Funds and involved with American Pride Wealth Management Group, spending about 10-20% of his time on the latter.