David Lebold
David Lebold is a registered investment advisor at Burgos & Brein Wealth Management, based in Boca Raton, FL, with 13 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, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Burgos & Brein Wealth Management does not directly manage client assets. Instead, they refer clients to third-party money managers such as Gradient Investments, Hanlon Investment Management, and Flexible Plan Investments. The fees for these managers vary depending on the portfolio and assets under management. Burgos & Brein receives a portion of these fees as a referral fee.
Location
2255 Glades Road, Suite 324A, Boca Raton, FL, 33431
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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 ActivitiesSells Insurance
David is an insurance agent with Burgos & Brein, LLC since 2015, dedicating about 10-20% of his time. He is also VP of Business Development at Real Mobile Tech, taking about half of David's time.
Employment History
Current Registrations
Burgos & Brein Wealth Management
Previous Registrations
Tounjian Advisory Group, LLC
State Registrations1 state
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