David Garelick
David Garelick is a CFP-designated registered investment advisor at Global Financial Advisory Services, INC., based in Valencia, CA, with 29 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 296 clients with $260M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fee schedule is for investment management clients invested in conjunction with Focus Partners Advisor Solutions, LLC and American Funds. This fee schedule is negotiable. For fixed income sub-advisory services, clients will pay an additional sub-advisory/sponsor fee to FPAS typically ranging up to 0.15%, depending on the size of the account.
Fee Estimator
Location
23822 Valencia Blvd., Suite 304, Valencia, CA, 91355
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the president of Global Business Management, a family office, and Global Tax and Accounting, a tax preparation and bookkeeping service. He is also a board member/treasurer of The Canet Foundation and an independent insurance agent selling various insurance products, dedicating minimal time to these roles.
Employment History
Current Registrations
Global Financial Advisory Services, INC.
Previous Registrations
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Royal Alliance Associates, 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.