David Ediger
David Ediger is a registered investment advisor at Ameritas Advisory Services, LLC, based in Fresno, CA, with 26 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 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
205 E River Park Circle,, Suite 250, Fresno, CA, 93720
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2016Customer Dispute
September 2009Customer Dispute
September 2006Other Business ActivitiesSells Insurance
David is an insurance broker appointed with outside carriers, dedicating about 10-20% of his time to this activity. He is also a managing partner assisting with acquiring commercial properties, the president of a non-profit, and the owner of a tax-purposes-only S-corp.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Bangerter Financial Services, INC.
Concorde Investment Services, LLCBroker
Main Street Advisors, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Intersecurities, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
United Securities Alliance, INC.Broker
State Registrations2 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.