David Zuckerman
David Zuckerman is a CFP-designated registered investment advisor at Zuckerman Capital Management, LLC, based in Los Angeles, CA, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 136 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.75% to 1.50% annually depending on account size and services required. Fees are negotiable.
Fee Estimator
Location
2029 Century Park East, Suite 400, Los Angeles, CA, 90067
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 ActivitiesSells Insurance
David is a licensed independent insurance agent in California and periodically writes fixed insurance policies, primarily through EMC Life Insurance or Dunhill Insurance. This activity occupies minimal time, about 5% or less of his annual working hours, and is typically recommended only when a client's financial plan indicates a need to manage risk.
Employment History
Current Registrations
Zuckerman Capital Management, LLC
Previous Registrations
Girard Securities, INC.
Royal Alliance Associates, INC.
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
More Advisors
- David Arakelyan, CFPCetera Investment Advisers LLC
- Deanna Adams, CFA
- Carol Cory, CFPPlanmember Securities Corporation
- Theodore Saade, CFP
- Michaela Hurtienne, CFP
- Charles Winn, CFAJ.P. Morgan Securities LLC