David Frisch is a CFP, PFS-designated registered investment advisor at Frisch Financial Group, INC., based in Melville, NY, with 22 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, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 546 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frisch Financial charges an annual investment advisory fee that can be up to 2.0% of the total assets they manage or advise on. The fee is based on factors like the amount of assets, complexity, and the scope of services. There is a minimum quarterly fee of $2,500. Fees are typically deducted from the client's custodial account.
Contact
David Frisch
Location
445 Broad Hollow Road, Suite 215, Melville, NY, 11747
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 →Employment History
Current Registrations
Frisch Financial Group, INC.
Previous Registrations
Frisch Financial Group, INC.
State Registrations3 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
Additional Information
David’s was educated at the State University of New York Binghamton School of Management. After earning his Bachelor of Science in Accounting, David’s professional career began at Arthur Andersen & Co., Inc.