David Napach
David Napach is a registered investment advisor at Pacific Strategic Management, LP, based in New York City, NY, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
0.75% annually for Equity Mutual Funds, Balanced Mutual Funds, and Equity Securities. 0.20% annually for Bond Mutual Funds.
Fee Estimator
Location
135 East 57th Street, 15th Floor, New York City, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pacific Strategic Management, LP
State Registrations1 state
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