David Kranzler
David Kranzler is a registered investment advisor at Golden Returns Advisors LLC, based in Littleton, CO, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Friends and family are assessed a discounted fee of 1.0% of the Net Asset Value of the Fund. Management also receives a quarterly performance fee equal to 20% of Quarterly Appreciation, i.e., the amount, if any, by which the NAV increases in any given quarter or and above the highest NAV of the quarter immediately preceding that in which the fee is assessed.
Fee Estimator
Location
Littleton, CO
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Regulatory History (1)
Regulatory
January 2021Employment History
Current Registrations
Golden Returns Advisors LLC
Previous Registrations
Golden Returns Advisors LLC
Wedbush Morgan Securities INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Djs Securities LimitedBroker
Goldman, Sachs & CO.Broker
Mountain Pacific Investment CO.Broker
State Registrations1 state
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.