David Belej is a CFA-designated registered investment advisor at Pathstone, based in Newtown Square, PA, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,244 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathstone determines investment management fees based on the specific services selected, account size, complexity, and scope of the relationship. Fees are typically structured as an asset-based fee with fixed or tiered percentage points and breakpoints, though fixed fees, performance-based fees, or comprehensive fees may also apply. Because Pathstone acquired multiple legacy organizations, fee schedules vary by office location and client history. All fee arrangements are fully negotiable and agreed upon in a written contract prior to onboarding.
Location
6022 West Chester Pike, Newtown Square, PA, 19073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pathstone
Previous Registrations
Veritable LP
State Registrations1 state
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