David Sitzer is a registered investment advisor at Financial Dimensions, LLC., based in Lutherville, MD, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 104 clients with $30M 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 $100K | 1.10% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fees are for credit union members. Non-member fees are higher. The minimum annual fee is $80 per month for credit union members and $95 per month for non-members. Fees are negotiable. First Dollar accounts are fixed at $45 per month for First Financial Credit Union members and $60 per month for non-members.
Fee Estimator
Location
1301 York Road, Suite 103, Lutherville, MD, 21093
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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.
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David is the Chief Investment Officer at First Financial of MD FCU, managing their fixed income portfolio, which takes about a quarter of his time. He also volunteers for First Financial Federal Credit Union and is involved with the Financial Managers Society, Maryland Chapter, dedicating a few hours per week to each.
Employment History
Current Registrations
Financial Dimensions, LLC.
Previous Registrations
Janney Montgomery Scott LLCBroker
M&t Securities, INC.Broker
Janney Montgomery Scott LLCBroker
The Chapman CO.Broker
Legg Mason Wood Walker, IncorporatedBroker
Baltimore Bancorp Investment Services, INC.Broker
J.P. Morgan Securities 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.