David Allaire is a registered investment advisor at Mystic Asset Management, based in Warwick, RI, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 144 clients with $610M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable and may be higher or lower than the fee schedule. The firm reserves the right to employ a minimum fee, which would be fully disclosed and discussed with the client and in writing.
Fee Estimator
Location
1287 Post Road, Warwick, RI, 02888
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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 →Other Business Activities
David is a partner in Route One Properties, LLC, a portfolio manager at Mystic Asset Management, Inc., and a senior partner at The Retirement Planning Company of New England. He also owns rental properties, dedicating minimal time to their management.
Employment History
Current Registrations
Mystic Asset Management
Institutional Securities Corporation
Institutional Securities CorporationBroker
The Retirement Planning Company of New England, INC.
Previous Registrations
Ridgeway & Conger, INC.Broker
Cambridge Investment Research, INC.Broker
Securities Service Network, INC.Broker
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
First Investors CorporationBroker
State Registrations5 states
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