DT
DT
David Tsow
24 Years of Experience
Oakbrook Terrace, IL
1 Disclosure
David Tsow is a registered investment advisor at Pandora Wealth, INC., based in Oakbrook Terrace, IL, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 132 clients with $240M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
132 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$236.0M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1 Mid America Plaza, Floor 3, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2002Pending
Employment History
Current Registrations
Pandora Wealth, INC.
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Spotlight Asset Group
April 2019 - November 2024 · 5 yrs 7 mos
Charles Schwab & CO., INC.
April 2009 - January 2019 · 9 yrs 9 mos
Charles Schwab & CO., INC.Broker
April 2009 - January 2019 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - March 2009 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2005 - March 2009 · 3 yrs 6 mos
Morgan Stanley
July 2001 - August 2005 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 2001 - August 2005 · 4 yrs 7 mos
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.