David Berkowitz is a registered investment advisor at Valuealigned Partners, based in Red Bank, NJ, with 16 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 65 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ValueAligned Partners (VAP) provides investment management services for an annual fee based on a percentage of the assets managed. The fee is calculated monthly based on the market value of the assets on the last day of the previous month. VAP may negotiate management fees based on various factors. Clients also incur charges imposed by financial institutions, such as brokerage commissions and transaction fees.
Location
125 Half Mile Road, Suite 200, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a general partner in Berk Capital, L.P., a family partnership, since 1995. He spends minimal time per week as an accountant, administrator, and investment advisor for the partnership.
Employment History
Current Registrations
Valuealigned Partners
Previous Registrations
Valuealigned Partners
Valuealigned Partners
State Registrations2 states
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