David Fink
David Fink is a CFA-designated registered investment advisor at Colorado Financial Service Corporation, based in Boone, NC, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
Fee Estimator
Location
Boone, NC
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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 managing member of Cosroc Holdings LLC, owning and managing residential rental properties, and a manager for BRM Sarasota, LLC and CosRoc Properties, LLC, both real estate investment companies. He also works as an insurance agent and consultant, dedicating about a quarter of his time to Lifestyle Freedom Advisory Group as an IAR.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Lifestyle Freedom Advisory Group, LLC
Previous Registrations
Tsa Management INC
Tsa Management INC
Halliday Financial, LLCBroker
Rogan & Associates, INC.Broker
Rogan & Associates
Raymond James & Associates, INC.Broker
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.
Exams
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