Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable at the firm's sole discretion.
Fee Estimator
Investment management and family office advisory fees are based on assets under management, according to the tiered fee schedule. Fees are prorated and charged quarterly in arrears based on the average daily account balance. For held away assets, fees are charged quarterly in advance. Financial planning fees are determined on a case-by-case basis. The fees are negotiable at the firm's sole discretion. Clients also incur additional charges from third parties such as broker-dealers and custodians.
Areas of Practice
Advisor Information
Office location
333 SE 2nd Ave, Suite 2520, Miami, FL, 33131
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 involved in several business activities, including Syltosa LLC, Element Pointe Group LLC, and Element Pointe Deep Access GP, LLC. He also serves as a director for Temple Menorah, Inc. and NPA Foundation, and is a member of the Florida Bar, though he doesn't actively practice law.