David Block
David Block is a CFP-designated registered investment advisor at Innovation Partners LLC, based in New York, NY, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
1384 Broadway, Rm 1602, New York, NY, 10018
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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 for Avantax Insurance, spending a few hours per week selling approved insurance products. He also owns Destiny Results Coaching LLC, though it currently has no business, and is the CEO of TaxMaster Financial Service Corporation, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Invest Financial CorporationBroker
American Portfolios Financial Services, INC.Broker
Trusted Securities Advisors CORP.Broker
Pmg Securities CorporationBroker
Pmg Securities CorporationBroker
State Registrations15 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.