Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for portfolio management or advisory services are typically a percentage of assets held in the institution's account and vary depending on the services chosen. Consulting services are typically charged at an hourly rate, but IAA reserves the right to charge an annual fee based on a percentage of the institution's investment assets. All fees are negotiable and agreed upon prior to entering into a contract. Fees are paid in advance and do not include third-party fees.
Areas of Practice
Advisor Information
Office location
111 North Orange Ave., Suite 1000, Orlando, FL, 32801
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.
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David is the owner/president of Weinberger Consultants, Inc., a tax and organizational consulting firm, dedicating minimal time. He also holds positions as an IAR and CFO for investment-related companies, and owns a travel agency, spending minimal time on each.