David Bendix
David Bendix is a CFP-designated registered investment advisor at The Bendix Financial Group, INC., based in Garden City, NY, with 35 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 212 clients with $170M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.2M | 1.75% |
| $1.2M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
585 Stewart Ave., Suite 314, Garden City, NY, 11530
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 ActivitiesSells Insurance
David is the President of The Bendix Financial Group, Inc., working nearly full-time as an investment advisor. He also owns a sole proprietorship for sales of individual life and health insurance, dedicating a few hours per week, and another for individual tax preparation, dedicating minimal time.
Employment History
Current Registrations
The Bendix Financial Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Uslife Equity Sales CORP.Broker
State Registrations22 states
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