David Gornitzky
David Gornitzky is a registered investment advisor at Great Valley Advisor Group, LLC, based in Stuart, FL, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
850 NW Federal Hwy, STE 235, Stuart, FL, 34994
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
David operates under Gornitzky Sage Wealth Management as a DBA for his LPL business and provides investment advisory services through Great Valley Advisor Group Inc., dedicating nearly full-time hours to the latter. He also owns rental real estate, acts in a fiduciary capacity for a trust, is a board member for Treasure Coast Executives, and is involved with non-variable insurance.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wamu Investments, INC.Broker
Wm Financial Services, INC.Broker
State Registrations23 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.