David Rosenberg is a registered investment advisor at Wealthwise Advisors, based in Media, PA, with 13 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 38 clients with $16M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1100 North Providence Rd., Suite 100, Media, PA, 19063
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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
Wealthwise Advisors
Previous Registrations
Clear Street Markets LLCBroker
T3 Trading Group, LLCBroker
Summit Securities Group, LLCBroker
Vt Brokers, LLCBroker
Vtrader Pro, LLCBroker
Dimension Trading Group, LLCBroker
Vtrader Pro, LLCBroker
Spectrum Trading, LLCBroker
Assent LLCBroker
Worldco, L.L.C.Broker
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.