David Skolnik is a registered investment advisor at Strategic Advisers LLC, based in Nanuet, NY, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
2142 Fashion Drive, Nanuet, NY, 10954-2747
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Citizens Securities, INC.Broker
Citizens Securities, INC.
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Comerica Securities
Comerica SecuritiesBroker
Nationwide Investment Services CorporationBroker
Wells Fargo Investment Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
Linsco/private Ledger CORP.Broker
Wells Fargo Securities INC.Broker
First Albany CorporationBroker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 states
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