David Massare
David Massare is a CFP-designated registered investment advisor at Signal Tree Financial Partners LLC, based in Copley, OH, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 123 clients with $210M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Certain Clients may be offered a fixed fee which includes both investment management and financial planning services. The fixed fee ranges up to $100,000 per year based on the complexity of the services to be provided.
Fee Estimator
Location
840 Rothrock Road, Suite 201, Copley, OH, 44321
Get directionsHistory
Regulatory History (2)
Regulatory
February 2003Criminal
January 2000Employment History
Current Registrations
Signal Tree Financial Partners LLC
Previous Registrations
Sequoia Financial Group, L.L.C.
Valmark Securities, INC.Broker
Natcity Investments, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.