David Eilenberg is a registered investment advisor at Kpoint Capital LLC, based in Manhasset, NY. David 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPoint Capital charges a percentage of your portfolio annually. They also offer a performance-based fee model for qualified clients, which includes a management fee plus a percentage of net profits. Fees are negotiable and outlined in the client agreement.
Location
1129 Northern Blvd, Suite 404, Manhasset, NY, 11030
Get directionsHistory
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 →Employment History
Current Registrations
Kpoint Capital LLC
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.