David Wasik
David Wasik is a registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in West Homestead, PA, with 27 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 High Net Worth, Investment Management. Their firm serves 2,360 clients with $26B 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 $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Schedule represents Managed Accounts for All Cap Core, Balanced, Large Cap Growth, and Large Cap Value. Different strategies (such as Small Cap and Mid Cap) and Separate Accounts have different fee schedules. Fees are generally payable quarterly in arrears and are negotiable.
Fee Estimator
Location
West Homestead, PA
Get directionsHistory
Regulatory History (1)
Financial
March 2021Other Business Activities
David is a landlord for a property on Vine Street since 2016, spending minimal time on it. He is also an investor/owner in Frank's restaurant since 2019, dedicating minimal time to this venture.
Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
Federated Global Investment Management CORP.
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
Federated Securities CORP.
State Registrations52 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.