David Loesser
David Loesser is a CFP-designated registered investment advisor at The Estate Planners Group, based in Yardley, PA, with 23 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 342 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are charged quarterly in advance at 0.25% for the first $500k, 0.225% for the next $500k, and 0.20% for amounts over $1M (annualized to 1.0%, 0.9%, and 0.8% respectively). Fees are negotiable.
Fee Estimator
Location
37 S Delaware Ave, Ste 1, Yardley, PA, 19067
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business Activities
David is a manager of less than 5 pooled investment vehicles through Hamilton Asset Advisers, LLC, taking about 10-20% of his time. He is also the President of Loesser & Sons, LLC, a residential real estate development company, dedicating a few hours per week.
Employment History
Current Registrations
The Estate Planners Group
Previous Registrations
Freedom Asset Management, INC.
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.
Exams
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