David Engels
David Engels is a registered investment advisor at Engels Investment Advisors, LLC, based in Center Sandwich, NH, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.0% is for an all-equity portfolio. 0.60% for an all-fixed income portfolio. 0.85% for a balanced or mixed portfolio. Fees are negotiable on accounts over $1 million.
Fee Estimator
Location
Center Sandwich, NH
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 →Employment History
Current Registrations
Engels Investment Advisors, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.