David Levine is a registered investment advisor at Strategic Advisers LLC, based in Clackamas, OR, with 31 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Clackamas, OR
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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's spouse operates a marketing business called MC2 Ventures, where David is listed as a partner with no duties or obligations. He spends minimal time on this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Emerson Equity LLC
Emerson Equity LLCBroker
Ari Financial Services, INC.Broker
Arete Wealth Management, LLCBroker
Ari Financial Services, INC.Broker
Heritage Financial Systems, INC.Broker
Nelsonreid, INC.Broker
United Equity Securities, LLCBroker
Workman Securities CorporationBroker
Workman Securities Corporation
Capwest Securities, INC.Broker
Capwest Securities, INC.
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Linsco/private Ledger CORP.Broker
Great Western Financial Securities CorporationBroker
State Registrations53 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.