David Green
David Green is a registered investment advisor at Ever Green Wealth Management, LLC, based in Victor, NY, with 17 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 363 clients with $80M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable and may be waived or discounted for smaller accounts or long-standing clients experiencing financial difficulty.
Fee Estimator
Location
6535 Anthony Drive, Suite A, Victor, NY, 14564
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2018Customer Dispute
June 2016Employment History
Current Registrations
Ever Green Wealth Management, LLC
Previous Registrations
Edward JonesBroker
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.