David Halberg
David Halberg is a registered investment advisor at Kdb Asset Management, LLC, based in New York, NY, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $22M 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 $250K | 1.25% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable, especially for accounts over $5 million. KDB Asset Management may accept accounts with a value of below $250,000 and the fee to charge if the account is accepted will be determined on a case by case basis. KDB Asset Management will not charge a minimum annual fee.
Fee Estimator
Location
14 East 60th Street - Suite 602, New York, NY, 10022
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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 principal at KDB Brokerage Services, LLC, an insurance brokerage, since 2003. He spends nearly full-time (135 hours per month) assisting clients with procuring insurance and minimal time (5 hours per month) on investment-related activities.
Employment History
Current Registrations
Kdb Asset Management, LLC
State Registrations1 state
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