David Mack
David Mack is a CFP-designated registered investment advisor at Openarc Corporate Advisory, LLC, based in Atlanta, GA, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 3,841 clients with $10B 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 | 1.75% |
Maximum annual fee is 1.75%. Fees are negotiable depending on individual client circumstances and account type.
Fee Estimator
Location
3550 Peachtree Road Ne, Floor 7, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
David is the passive owner of The Christmas Carolers LLC, providing working capital, and spends minimal time on this. He is also an officer at First Baptist Church of Roswell, spending minimal time as chair of the deacons.
Employment History
Current Registrations
Openarc Corporate Advisory, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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