David Hindler
David Hindler is a registered investment advisor at Hcr Wealth Advisors, based in Los Angeles, CA, with 27 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, Insurance Planning, and 3 more. Their firm serves 943 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCR Wealth Advisors' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. The fee is calculated each quarter, based on the value of your investments at that time. There is a $500,000 minimum investment required for this service, but this may be negotiable. Discounts may be offered to family and friends of HCR employees.
Location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
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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 ActivitiesSells Insurance
David is a financial advisor at HCR Wealth Advisors, dedicating about a quarter of his time to providing investment advisory and financial planning services. He is also president, director, and owner of Brentwood Alliance Financial & Insurance Services, Inc. and Hindler Financial Services, Inc., but dedicates no additional time to these roles.
Employment History
Current Registrations
Hcr Wealth Advisors
Investment Security CorporationBroker
Previous Registrations
Hcr Wealth Advisors
Royal Alliance Associates, INC.Broker
Painewebber IncorporatedBroker
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.