David Beltz
David Beltz is a ChFC-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Carnegies, PA, 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 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
102 Broadway street Suite 502, Carnegies, PA, 15106
Get directionsHistory
Regulatory History (1)
Regulatory
November 1999Other Business ActivitiesSells Insurance
David sells and solicits fixed insurance products, including life insurance, disability, long-term care insurance, and fixed and indexed annuities through Beltz Financial Group. He dedicates full-time hours to this activity, with a significant portion spent on trading hours.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
MML Investors Services, LLC
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 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.