David Tomasetti
David Tomasetti is a CFP-designated registered investment advisor at Tomasetti Investment Group, LLC, based in Needham, MA, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 47 clients with $61M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
Fees on all accounts may be negotiated without regard to account size.
Fee Estimator
Location
75 Second Avenue, Suite 605, Needham, MA, 02494
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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 a registered insurance producer and provides insurance services to clients and non-clients of Tomasetti Investment Group LLC. He operates as a sole practitioner on an as-needed basis, and this is not full-time employment.
Employment History
Current Registrations
Tomasetti Investment Group, LLC
State Registrations1 state
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.