David Gollner
David Gollner is a registered investment advisor at Legacy Advisory Group, INC., based in Hermitage, PA, with 44 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3087 Innovation Way, Hermitage, PA, 16148
Get directionsHistory
Regulatory History (2)
Regulatory
August 2022Regulatory
May 2020Other Business ActivitiesSells Insurance
David is the General Partner of LWM Income Fund LLC and LWM Equity Fund, LP, private funds investing in promissory notes and debt instruments. He also offers private placements in life settlements, the energy sector, and merchant cash advance businesses, and sells insurance and annuity products through Legacy Financial Strategies, Inc. and is involved with Innovation Tax Service and Legacy Property Investment LP.
Employment History
Current Registrations
Legacy Advisory Group, INC.
Previous Registrations
Fortune Financial Services, INC.Broker
Atlas Brokerage Company, L.P.
Atlas Brokerage Company, L.P.Broker
USA Financial Securities CorporationBroker
Rushmore Securities CorporationBroker
Northstar Securities, INC.Broker
Wma Securities, INC.Broker
Mariner Financial Services, INC.Broker
First American National Securities, INC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.