David Polevoy
David Polevoy is a CFP-designated registered investment advisor at Beekman Financial Planning LLC, based in New York, NY, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 15 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beekman Financial Planning charges an annual fee based on the value of your investments for investment supervisory services. The fee is calculated quarterly, in advance. There are different fee schedules depending on the types of investments in your portfolio:
Mutual Funds, Bonds, and Preferred Stocks:
- $25,000 - $250,000: 1.00% per year
- $250,001 - $1,000,000: 0.75% per year
- $1,000,001 and above: 0.50% per year
Common Stocks and Options:
- $50,000 - $250,000: 2.00% per year
- $250,001 - $1,000,000: 1.50% per year
- $1,000,001 and above: 1.00% per year
Location
353 East 54th Street, Ste. 3W, New York, NY, 10022
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
February 2011Other Business ActivitiesSells Insurance
David has been an independent life insurance agent with various carriers in New York since 2012. This activity involves about 10% of his time.
Employment History
Current Registrations
Beekman Financial Planning LLC
Previous Registrations
Beekman Financial Planning LLC
Spc
Vsr Advisory Services
Wachovia Securities Financial Network, LLC
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.