David Niggel is a ChFC-designated registered investment advisor at Key Wealth Partners, LLC, based in Lititz, PA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6 clients with $3.7M 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 - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
Lititz, PA
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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 the CFO of Fluid Conditioning Products since 2003. This non-financial related activity takes about 10-20% of his time.
Employment History
Current Registrations
Key Wealth Partners, LLC
State Registrations1 state
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