David Torres-Onisto
David Torres-Onisto is a CFP-designated registered investment advisor at Top Private Wealth, based in Glastonbury, CT, 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 Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 150 clients with $110M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.00% |
Fees are negotiable. Household accounts may be aggregated. Legacy clients with relationships exceeding five years may have differentiated fee structures.
Fee Estimator
Contact
David Torres-Onisto
Location
703 Hebron Avenue, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
June 2008Other Business Activities
David is the owner and tax preparer of David Torres Tax Services, dedicating about 10% of his time during trading hours. He also owns Towerto Private Wealth, a pass-through entity for business and tax purposes.
Employment History
Current Registrations
Top Private Wealth
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.
Exams
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