David Sivel is a CFP-designated registered investment advisor at Collective Family Office, LLC, based in York, PA, with 21 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, Retirement Planning. Their firm serves 146 clients with $530M 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 | 0.15% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances. Clients may have non-managed assets that are included in portfolio management reviews and performance reports provided to clients. Such assets will be subject to an annual fee of up to 0.15%.
Fee Estimator
Location
235 St. Charles Way, Suite 200, York, PA, 17402
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Regulatory History (1)
Customer Dispute
November 2014Employment History
Current Registrations
Collective Family Office, LLC
Previous Registrations
M&t Securities, INC.Broker
M&t Securities, INC.
Sivel Capital Management, INC.
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.