David Kreinces
David Kreinces is a registered investment advisor at Etf Portfolio Management LLC, based in Westlake Village, 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 32 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by strategy: passive index portfolios are 0.25% or 2.0% with principal protection, while active strategies (Max Alpha and Ultra) are 2.0%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
2945 Townsgate Road, Suite 200, Westlake Village, CA, 91361
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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
Etf Portfolio Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kreinces Capital Management, LLC
Kreinces Capital Management, LLC
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.
Exams
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