David Drucker
David Drucker is a CFP-designated registered investment advisor at Drucker, David J. DBA Sunset Financial Management, based in Albuquerque, NM, with 21 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 2 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunset Financial Management charges a flat fee for managing your investments. The exact fee depends on the amount and type of assets, as well as the financial planning services you receive throughout the year. This fee does not include transaction fees charged by the brokerage firm.
Location
8800 Northridge Dr., Ne, Albuquerque, NM, 87111
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 Activities
David is an editor for Virtual Office News and a principal at Practice Merger Consultants.
Employment History
Current Registrations
Drucker, David J. DBA Sunset Financial Management
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.