David Vollmer is a CFA-designated registered investment advisor at Precision Financial Services, based in Mine Hill, NJ, with 22 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 528 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFS Partners offers investment management services with fees based on a percentage of the assets they manage. The annual fee is negotiable, up to 1.50%. The exact fee depends on factors like the representative assigned, the amount of assets, and the complexity of the account. PFS Partners also offers a wrap program with a single annual fee covering investment management, trade execution, custody, and reporting. This fee is also negotiable, up to 1.50%.
Location
350 Us Highway 46, Mine Hill, NJ, 07803
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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 the owner of Precision Financial Services Inc., a fixed insurance DBA, and BV Realty LLC, a real estate rental business since 2015. He spends minimal time on the real estate business.
Employment History
Current Registrations
Precision Financial Services
Previous Registrations
Leigh Baldwin & CO., LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Generic Trading of Philadelphia, LLCBroker
A.B. Watley, INC.Broker
Centennial Ventures, LTD.Broker
Linsco/private Ledger CORP.Broker
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.