David Behar
David Behar is a registered investment advisor at Keystone Fiduciary Financial Planning and Tax Advisory, based in Bethlehem, PA, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
65 E Elizabeth Ave 301, Bethlehem, PA, 18018-6518
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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 →Employment History
Current Registrations
Keystone Fiduciary Financial Planning and Tax Advisory
Previous Registrations
Edward Jones
Edward JonesBroker
Dean Witter Reynolds INC.Broker
Janssen-Meyers Associates, L.P.Broker
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.