Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MNA's fees cover wealth management services, including advice, asset management, account monitoring, and custody. Clients also pay brokerage commissions, transaction fees, and custody charges. Custody fees for ETC are embedded in the fee schedules. MNA may negotiate fee schedules. Clients will soon be offered fee schedules through Envestnet that differ from those reflected in this Brochure. Clients on Envestnet will receive an unbundled fee that includes a higher advice and planning fee and a lower investment fee. Total fees on Envestnet will remain largely the same as the bundled fee shown herein.
Areas of Practice
Advisor Information
Office location
290 Woodcliff Drive, Fairport, NY, 14450
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
David is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He also serves as an advisory board member for Province of St. Augustine Capuchin Franciscan Friars, owns rental property, and is a board member of McCandless Industrial Development Authority.