David Mandell
David Mandell is a registered investment advisor at Earned Wealth Advisors, LLC, based in Fort Lauderdale, FL, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,875 clients with $3.1B 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 $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Subject to a minimum annual fee of $2,400. Fees are negotiable based on anticipated future assets, account composition, and other factors.
Fee Estimator
Location
500 East Broward Boulevard, Suite 900, Fort Lauderdale, FL, 33394
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2004Other Business Activities
David engages in public speaking, publications, and co-authoring books, spending a few hours per week on this activity. He also practices law in corporate formation and asset protection through his law office, dedicating minimal time to this.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
Previous Registrations
Ojm Group, LLC
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.
Exams
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