David Vollmer
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 Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is negotiable up to 1.50% of assets under management. Available on a wrap or non-wrap fee basis.
Fee Estimator
Location
350 Us Highway 46, Mine Hill, NJ, 07803
Get directionsHistory
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.
Exams
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