David Warner is a registered investment advisor at J.M. Forbes & CO. LLP, based in Boston, MA, with 21 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,021 clients with $1.4B 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 $500K | 0.95% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $50.0M | 0.38% |
| $50M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
121 Mount Vernon Street, Boston, MA, 02108
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 Activities
David serves as a director for Cambridge Trust Company, a commercial bank, since 1998. He dedicates a few hours per week to this role, serving on various committees.
Employment History
Current Registrations
J.M. Forbes & CO. LLP
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.