David Oraschin
David Oraschin is a registered investment advisor at Mountain Top Advisory Group, based in Far Hills, NJ, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mountain Top Advisory Group does not directly charge clients for investment advice. Instead, they refer clients to asset managers who share their fees with Mountain Top Advisory Group. Currently, they have an arrangement with UBS Financial Services, where fees are charged based on the following:
- Managed Equity Portfolio: Total advisory fee is 0.95%, with 0.57% going to UBS and 0.38% to Mountain Top Advisory Group.
- Managed Fixed Income Portfolio: Total advisory fee is 0.50%, with 0.30% going to UBS and 0.20% to Mountain Top Advisory Group.
- Cash/Legacy Positions: No fee is charged.
These fees are negotiable and assessed quarterly, based on the assets managed. Clients must authorize UBS to deduct the fees from their account. Clients can terminate the agreement within five business days without penalty. After that, a pro-rata fee will be charged for the days of service provided.
Location
49 Route 202 South, Building 1, Suite 6, Far Hills, NJ, 07931
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 a licensed insurance agent for Mountain Top Advisory Group, operating from the same office as his advisory business. He spends minimal time on insurance activities.
Employment History
Current Registrations
Mountain Top Advisory Group
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.