David Rabinowitz is a CFP-designated registered investment advisor at Equilibrium Wealth LLC, based in Jerusalem, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 68 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equilibrium Wealth charges a percentage of the value of your investments each year. The annual fee ranges from 0.75% to 2.00%, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The firm may use third-party managers, and the total blended fee will typically not exceed 2.00% annually. For held away assets managed through Pontera, fees will either be paid directly by you or deducted from another account that we manage for you.
Location
Jerusalem
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Equilibrium Wealth LLC
Previous Registrations
Advisory Services Network
State Registrations1 state
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