David Fleer is a CFA-designated registered investment advisor at Bristlecone Value Partners, LLC, based in Los Angeles, CA, with 26 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. Their firm serves 94 clients with $190M 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 | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5M+ | 0.15% |
Fees are negotiable. Charitable organizations have a separate, discounted fee schedule. Accounts opened before the effective date of the fee schedule may pay different rates.
Fee Estimator
Location
Los Angeles, CA
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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 →Other Business Activities
David is a restaurant/cafe owner and handles bookkeeping for Clementine Foods, LLC since 2000. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Bristlecone Value Partners, LLC
Previous Registrations
Fahnestock Asset Management
Oppenheimer Asset Management
Cibc World Markets CORP.
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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