Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
1630 Empire Blvd, Suite 100, Webster, NY, 14580
Get directionsRegulatory History (2)
Customer Dispute
June 2024Employment Separation After Allegations
December 2011Other Business ActivitiesSells Insurance
David is an advisor for Perrotto Private Wealth, an investment advisor representative for Bright Futures Wealth Management, and sells fixed insurance with various companies, dedicating a few hours per week. He also works for Legal Shield, Covantage, NAIFA NY, and Infamous Whiskey.