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 High Net Worth, 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 | 1.00% |
Annual fee is up to 1.00% of assets under management. Non-managed assets included in reviews are charged up to 0.15% annually. Fees are negotiable.
Fee Estimator
Location
235 St. Charles Way, Suite 200, York, PA, 17402
Get directionsHistory
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.
Exams
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