David Brenner
David Brenner is a ChFC-designated registered investment advisor at D. M. Brenner, INC., based in Solana Beach, CA, with 40 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 127 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D.M. Brenner, Inc. offers asset management services where they align your investment portfolio with your financial goals and risk tolerance. They create asset allocation models using various securities. The annual advisory fee will not exceed 1.25% of your portfolio. Fees are billed monthly or quarterly based on the average daily balance and are deducted from your account. Fees are negotiable.
They also offer combined financial planning and asset management for a single fee, which will not exceed 1.75% per year of your portfolio.
Keep in mind that third-party managers may charge separate fees.
Location
380 Stevens Avenue, Suite 205, Solana Beach, CA, 92075
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
David is a self-employed licensed insurance agent since 1991, operating under D.M. Brenner, Inc. He dedicates a few hours per week to this activity, with minimal time spent during trading hours.
Employment History
Current Registrations
D. M. Brenner, INC.
Previous Registrations
Fortune Financial Services, INC.Broker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Penn Mutual Equity Services, INC.Broker
Janney Montgomery Scott INC.Broker
State Registrations2 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.