David Mendels is a CFP-designated registered investment advisor at Dbm Planning, LLC, based in Mt. Kisco, NY, with 12 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 15 clients with $14M 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 $200K | 1.00% |
| $200K - $400K | 0.75% |
| $400K - $600K | 0.60% |
| $600K+ | 0.50% |
Minimum annual fee of $2,500. Fees are negotiable.
Fee Estimator
Location
Mt. Kisco, NY
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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 is an adjunct faculty member at New York University since 2005. This activity is not investment-related.
Employment History
Current Registrations
Dbm Planning, LLC
Previous Registrations
Creative Financial Concepts,llc
Creative Financial Concepts,llc
Creative Financial Concepts,llc
State Registrations1 state
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