David Podell
David Podell is a registered investment advisor at Podell Financial Group LLC, based in Fairfield, NJ, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 236 clients with $230M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are charged monthly in advance based on the market value of assets on the last business day of the previous month. Podell Financial Group has sole discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Location
271 Route 46W, Suite D105, Fairfield, NJ, 07004
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Criminal
February 1999Other Business ActivitiesSells Insurance
David is an insurance broker, operating under Podell Financial Group, LLC, brokering non-registered insurance products since 2006. He also owns Business Benefits Consulting LLC, providing fee-for-service benefits consulting, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Podell Financial Group LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.
Exams
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