David Darcangelo
David Darcangelo is a registered investment advisor at Hennion & Walsh Asset Management, INC., based in Parsippany, NJ, with 43 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,099 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Tax-advantaged income strategies have a separate tiered schedule starting at 0.90% down to 0.55%. Other programs include Personalized Unified Managed Account at 2.00% plus manager fees, and Asset Advisor at 2.00%.
Fee Estimator
Location
2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Employment History
Current Registrations
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.
Hennion & Walsh, INC.Broker
Previous Registrations
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Gibraltar Securities CO.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Cal SmithHennion & Walsh Asset Management, INC.
- Kunal Patel, CFPHennion & Walsh Asset Management, INC.
- Justin YoonHennion & Walsh Asset Management, INC.
- Stephen KowalskiHennion & Walsh Asset Management, INC.
- William HennionHennion & Walsh Asset Management, INC.
- Brian RiemanHennion & Walsh Asset Management, INC.