David Kassir
David Kassir is a registered investment advisor at Manna Wealth Management, based in Miami Beach, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 495 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Manna Wealth Management charges an annual investment advisory fee between 0.0% and 2.75% of the total value of your portfolio. The exact fee is negotiable and depends on factors like your relationship with Manna, the type and amount of assets, and any related accounts. Fees are billed quarterly in advance. If you close your account mid-quarter, you'll receive a prorated refund of any unearned fees.
Location
429 Lenox Ave, Suite 527, Miami Beach, FL, 33139
Get directionsHistory
Regulatory History (1)
Regulatory
December 2016Other Business ActivitiesSells Insurance
David is the 100% owner and president of Palm Tree Properties DBA St. Barts Properties, LLC, a real estate holding company, spending about 10% of his time reconciling rents and handling maintenance requests. David is also a sole proprietor insurance agent since 2008, dedicating minimal time to insurance sales and service.
Employment History
Current Registrations
Manna Wealth Management
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Manna Capital ManagementBroker
Manna Capital Management
Next Financial Group, INC.Broker
Next Financial Group, INC.
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
First Union Capital Markets CORP.Broker
State Registrations3 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.