Dorete Ben-David
Dorete Ben-David is a CFP-designated registered investment advisor at Ben-David Financial Planning, based in Shingle Springs, CA, with 8 years of industry experience. Dorete operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 20 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ben-David Financial Planning charges a fixed annual retainer for ongoing financial planning and investment management, billed quarterly. The retainer fee is based on the complexity of your financial situation, considering factors like the amount of assets managed and not managed, the number and type of accounts, and any special circumstances. Most retainer fees range from $10,000 to $20,000 per year, but can exceed this amount depending on the complexity of the client's situation and assets to be managed.
Location
Shingle Springs, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ben-David Financial Planning
State Registrations1 state
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