David Sun is a CFA-designated registered investment advisor at Ellis Investment Partners, LLC, based in Berwyn, PA, with 24 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 820 clients with $990M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable under certain limited circumstances at the firm's discretion. Family member account values living in the same household may be combined to meet breakpoints.
Fee Estimator
Location
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA, 19312
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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
Ellis Investment Partners, LLC
Previous Registrations
Capital Management Services INC
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.
Exams
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