David Zale is a CFA-designated registered investment advisor at Zale Capital Management, based in New York, NY, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at Zale's discretion.
Fee Estimator
Location
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY, 10007
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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
Zale Capital Management
Eagle Bay Family Office
Previous Registrations
Zale Capital Management, L.P.
Brokersxpress LLC
Usf Advisors, LLC
Sands Brothers Asset Management LLC
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.