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Featured Business Financial Advisor in Atlanta, GA
Atlanta Financial Advisors
Fujiyama Wealth Management
7000 Central Parkway NE, Suite 260
Atlanta, GA 30328
“Fiercely Independent...Deeply Committed”
Advisor Profile
Junko  Horvath
Name:  Junko Horvath
Disclosure Link:
http://fujiyamawealth.com/
ADV Form II Link:
Provided upon request

Disclaimer
© Fujiyama Wealth Registered Representative, Cambridge Investment Research, Inc. Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC Cambridge Investment Research Advisors, Inc. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CA;DC;FL;GA;MA;MD;MS;NC;NY;SC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fujiyama Wealth and Cambridge are not affiliated

About Fujiyama Wealth Management

Junko Horvath, CEO of Fujiyama Wealth Management, is a seasoned
investment advisor with over 17 years experience helping high
net worth individuals and institutions establish and implement
comprehensive wealth management strategies customized to the
particular financial objectives, risk tolerance and special
circumstances of each client. At Fujiyama Wealth Management,
Junko works with a team of professionals dedicated to providing
innovative, leading-edge investment approaches that utilize the
full range of opportunities available in today's dynamic global
capital marketplace. Fujiyama Wealth Management is a financial
services firm with advisors offering fee-based services
dedicated to providing conflict-free advice, investment
recommendations and portfolio service solely in the interests of
the well-being of their clients.
 

General Information

Gender:    Female
CRD#:    3041858
Insurance License#:    529217
Name of Broker/Dealer:    Cambridge Investment Research
Name of Custodial Firm:    Fidelity Institutional, T.D. Ameritrade Institutional
States Licensed in:    CA, DC, FL, GA, MA, MD, MS, KY, NC, NY
States Willing to do Business in:    Alpharetta,Atlanta,Avondale Estates,Canton,Cumming,Decatur,Duluth,Forest Park,Kennesaw,Lawrenceville,Lithonia,Marietta,Norcross,Roswell,Smyrna,Tucker,Woodstock,All states in the US
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    9
Work Experience:    Vice President at Fuji Bank (current Mizuho Bank)
from 1990 to 1998
VP of an international bank for 7.5 years
I work with the following types of clients:    Individual Investors, Businesses, Non-Profit Organizations
 

Education

Academic Background
 
Georgia Institute of Technology, MBA
 

Services

Investment Types:    Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, MBA
Securities Licenses:    Series 65, Series 63, Series 7, Series 6
Insurance and Annuity Licenses:    Variable Annuity, Disability, Life, Variable Life, Annuity, Long Term Care
Financial Organization Memberships:    Financial Planning Association (FPA), FIA
Non-Financial Organization Memberships:    PALI (Philanthropic Advisor Leadership Institute)
Sponsor to Sandy Springs Bar Association
Japan America Society of GA
Congregation Ariel
 

Firm Information

Firm's Number of Clients:    80
Firm's Number of Planning Clients:    80
Firm's Number of Managed Clients:    80
Assets Managed by Firm:    Under $100MM
Advisor's Number of Managed Clients:    50 +
Assets Managed by Advisor:    Under $100MM
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250K to start
Compensation Methods:    Based on Assets, Commissions, Flat Fee, Hourly
Fee % Based on Assets:    100
Hourly Rate:    $300/hour
Additional Details on Charges:    Fee for First $1MM is 1.25% per year.
Fee declining scale
Minimum Fee Charged for Managed Accounts:    $6,250/yea
Minimum Fee Charged for Hourly Planning Accounts:    $300
Minimum Fee Charged for Flat Fee Accounts:    Proj. base
 
 
 
Prepared By: Junko Horvath

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